Nutshell Platform
Sales HUD
Pipeline · Lead ratings · Design needs · Check-ins
⚠ 8 flags
Monday Agenda
All
Josh
Crystal
← Portal
Pipeline
Customer Check-ins
Referral Tracking
5 jobs · All reps
Noel
4 — Hot
Josh · Addition
P.A. Complete
$280k
⚠ Exterior selections not confirmed
DiDonato
4 — Hot
Josh · ADU & Home Reno
Signed
$777k
⚠ Check-in 2 overdue
Pellecchia
4 — Hot
Josh · Addition Plus
Signed
$647k
⚠ Check-in 3 scheduled
McLeod
3 — Likely
Crystal · Garage & Exterior
Proposal Sent
$338k
⚠ Contact overdue
Maillet
3 — Likely
Crystal · ADU
Proposal Sent
$235k
⚠ Waiting on client
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