Activity log

Summit Heating & Air

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Activity log

Recent changes

  1. Videos ready2026-11: 1 video, owner told by textNov 2, 4:47 PM · system
  2. Followed up: no reply yetlead #7, +17195551221Nov 2, 4:47 PM · assistant
  3. Reminded you about a waiting leadlead #231, Grace HughesNov 2, 4:47 PM · assistant
  4. Reminded you about a waiting leadlead #155, Julia OrtizNov 2, 4:47 PM · assistant
  5. Reminded you about a waiting leadlead #8, Rosa DelgadoNov 2, 4:47 PM · assistant
  6. Reminded you about a waiting leadlead #6, Megan OrtizNov 2, 4:47 PM · assistant
  7. Reminded you about a waiting leadlead #3, Priya ShahNov 2, 4:47 PM · assistant
  8. Lead #231 waited over an hourtexted Grace Hughes that you'll call shortlyNov 2, 4:47 PM · system
  9. Escalated lead #231no reply after 2 hours; re-alerted Maria (office)Nov 2, 4:47 PM · system
  10. Customer hasn't confirmedlead #224, Derek Walsh, today 3-5pmNov 2, 1:00 PM · assistant
  11. Asked to reschedulelead #225, Grace Hughes, Tue Nov 3, 8-10am releasedNov 2, 4:16 PM · customer (text)
  12. Followed up: no reply yetlead #20, +17195551208Nov 2, 2:01 PM · assistant
  13. Followed up: offered timeslead #223, Megan BennettNov 1, 3:58 PM · assistant
  14. Marked no-showlead #226, Brandon Kim, Sun Nov 1, 10am-12pmNov 1, 12:15 PM · owner (text)
  15. Recorded a quotelead #15, Linda Park, $8,400, rooftop unit replacementOct 29, 5:46 PM · owner (text)
  16. Confirmed bookinglead #1, Rachel MooreOct 31, 1:46 PM · owner (text)
  17. Approved by text2 postsOct 28, 5:46 PM · owner (text)
  18. Drafted this month's Google posts4 postsOct 27, 5:46 PM · system
  19. Went liveforwarding code emailed to the ownerOct 14, 5:46 PM · admin
  20. Created shop from the shop details formnumber (719) 555-0142Oct 13, 5:46 PM · system
  21. Added a webhookhooks.zapier.com: all eventsOct 19, 5:46 PM · owner (page)
  22. Lead #3 waited over an hourtexted Priya Shah that you'll call shortlyNov 2, 4:22 PM · system
  23. Escalated lead #3no reply after 21 minutes; re-alerted Maria (office)Nov 2, 3:40 PM · system
  24. Website requestlead #231, Grace HughesNov 2, 2:46 PM · customer form
  25. Website requestlead #230, Omar ReyesOct 30, 5:46 PM · customer form
  26. Website requestlead #229, Elena KimOct 24, 5:46 PM · customer form
  27. Website requestlead #228, Derek WalshOct 16, 5:46 PM · customer form
  28. Website requestlead #227, Hannah OrtizOct 7, 5:46 PM · customer form
  29. Added a team memberJose (tech), (719) 555-0113, on-call rotationOct 21, 5:46 PM · owner (page)
  30. Added a team memberMike (tech), (719) 555-0112, on-call rotationOct 21, 5:46 PM · owner (page)
  31. Added a team memberMaria (office), (719) 555-0111, backupOct 21, 5:46 PM · owner (page)
  32. Drafted a campaignC2 Fall furnace checkNov 1, 8:46 PM · system
  33. Referral bookedPaige Nash, referred by Rachel MooreOct 22, 5:46 PM · system
  34. Blocked a number(719) ***-1299: extended warranty robocallOct 29, 5:46 PM · owner (text)

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