L1
Liberty1 Financial/Pipeline Inspection

Pipeline Inspection

8 active leads · $288,100 total value

Filter by Stage:
Period:
9 leads
Forecast Categories
Pipeline Changes (7 days)
Pipeline Waterfall Chart
NewIncreasedDecreasedMoved InMoved OutEnrolled-30369
Lead Name StageEst. Debt ForecastAI ScoreDays in StageLast ActivityNext Follow-upSourceActions
JR
(954) 555-0182
Consultation
$42,500
Open Pipeline
High82
0d
No activity
Google Ads
DT
(786) 555-0247
Qualified
$28,900
Open Pipeline
Medium71
0d
No activity
Referral
AF
(305) 555-0391
Proposal
$67,200
Best Case
High88
0d
No activity
Website
RC
(561) 555-0158
Contacted
$19,400
Open Pipeline
Medium55
0d
No activity
Facebook
MG
(954) 555-0274
New Lead
$53,100
Open Pipeline0d
No activity
Direct Mail
KP
(786) 555-0339
Negotiating
$31,700
Best Case
High85
0d
No activity
Partner
SW
(305) 555-0412
Enrolled
$22,300
Commit
High79
0d
No activity
Google Ads
TB
(954) 555-0521
Lost
$15,800
Open Pipeline
High85
0d
No activity
Website
tt
6575328788
New Lead
$23,000
Open Pipeline0d
No activity
Google Ads
9 of 9 leadsTotal pipeline value: $288,100