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Deals
£0 openShow closed dealsSort by: Next activity ⌄
26 deals
Deals › New leads
Helen Hughes
£0 · 8% (stage) · Dan HobbsNext stepOverdue
✓
Call from mobile 111 Oct 09:30 · Dan Hobbs · The next step is late — do it now
Cadence · Contact 10 of 5 done
1
Call from mobile 1Due 11 Oct 09:30
2
Call from landline 1Next day · Moves to Contact 2
3
Send personalised whatsapp voice note4 days later · Moves to Contact 3 · Email "Free solar guide — chase to quote"
4
Call from mobile 24 days later · Moves to Contact 4
5
Mark as lost - no response2 days later
Call ⌄
What's it about? (Call)
16/10/2026
--:--
Mins
Dan Hobbs ⌄
Notes are visible within The Solar House
Mark as done
Showroom visits
No showroom visits yet.
Focus
Call from mobile 111 Oct 09:30 · Dan Hobbs
EditHistory everything that has happened with this lead
Last contact3 OctCall · Dan Hobbs
Calls made11 activities done in total
Next stepCall from mobile 111 Oct 09:30
In this stage13 daysLead is 56 days old
Search the history
Log something:
Saturday 3 October3 entries
16:00
Moved to Contact 1 · Dan Hobbs · from New lead · after 43 days there
16:00
Scheduled call: Call from mobile 1 · Dan Hobbs · for 11 Oct 09:30
12:00
Call done: Call ASAP. Leave voicemail if no answer. Send whatsapp video from showroom and send text.
Dan Hobbs · was due 3 Oct
Quote reviewed together, thinking it over
Friday 21 August1 entry
12:10
Lead created in New leads › New lead · Dan Hobbs · Source: Referral
Summary
TitleHelen Hughes
Value£0
Probability8% (stage)
OwnerDan Hobbs ⌄
PersonHelen HughesChange
Expected close—
Organisation— ⌄
LabelsHot
Followers+ Follower
Participants+ Participant
PipelineNew leads ⌄
Details
⌄ General2 of 2
Address53 Heol y Nant, Melksham SN13 8LN
Lead sourceReferral
› Job1 of 1
PersonOpen
HHHelen Hughes
07700 900117Call
+ Add phone
helen.hughes121@example.comEmail
+ Add email
WhatsApp —
Overview
Deal age56 days
Inactive13 days
Created21 Aug
Top activities
Call1 · 100%
Most active users
Dan Hobbs1 · 100%