WhyFire CRM Template

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
1	Name	Date	Phone	Email	Unit	Value	Pipeline Stage	Job Level	Notes	Last Contact:	Follow Up's Made	Preview Date	Install/Complete Date	Team Member

2	John Smith	5/11/21	555-555-5555	john@testing123.com	HNG Supreme I30	$4,567	0. Customer Needs Estimate	A	Here are the job notes	5/4/21	1 Follow Up	5/21/21		Tim Reed
3	John Jones	4/2/21	444-444-4444	jones@jonestesting.com	Quadrafire 3100	$4,400	1. Estimate Received	B	These notes are for this job	4/3/21	3 Follow Ups	6/30/21		Matt Bradley
4	Sally Smith	7/1/21	333-333-3333	sally@sallysmith123.com	Harman A63	$6,433	4. Job Won - Backlog	C	More notes...	7/1/21	4 Follow Ups	5/2/21	8/2/21	Sam O'Donnell
5	John Smith	5/11/21	555-555-5555	john@testing123.com	HNG Supreme I30	$4,567	0. Customer Needs Estimate	A	Here are the job notes	5/4/21	1 Follow Up	5/21/21		Tim Reed
6	John Jones	4/2/21	444-444-4444	jones@jonestesting.com	Quadrafire 3100	$4,400	1. Estimate Received	B	These notes are for this job	4/3/21	3 Follow Ups	6/30/21		Matt Bradley
7	Sally Smith	7/1/21	333-333-3333	sally@sallysmith123.com	Harman A63	$6,433	4. Job Won - Backlog	C	More notes...	7/1/21	4 Follow Ups	5/2/21	8/2/21	Sam O'Donnell
8	John Smith	5/11/21	555-555-5555	john@testing123.com	HNG Supreme I30	$4,567	0. Customer Needs Estimate	A	Here are the job notes	5/4/21	1 Follow Up	5/21/21		Tim Reed
9	John Jones	4/2/21	444-444-4444	jones@jonestesting.com	Quadrafire 3100	$4,400	1. Estimate Received	B	These notes are for this job	4/3/21	3 Follow Ups	6/30/21		Matt Bradley
10	Sally Smith	7/1/21	333-333-3333	sally@sallysmith123.com	Harman A63	$6,433	4. Job Won - Backlog	C	More notes...	7/1/21	4 Follow Ups	5/2/21	8/2/21	Sam O'Donnell
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