Inti Water · CRM

Pipeline

Leads Inti Water

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CRM

Name	Phone	Address	System	Source	Notes	Opportunities
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Schedule

Lead Intake

Lead Information

Lead Owner *

Lead Taken Date *

Source *

Type of Product

Sweepstakes

Customer

First name *

Last name

Phone *

Email

Street address

City

State

Zip code

Appointment

Was an appointment scheduled?

Notes

CRM

Rename, recolor, reorder (▲/▼), add or remove stages. Stages with opportunities can't be removed until they're empty.

Custom fields for opportunities and contacts. Edit the "Source" options under Contact. Removing a field hides it (saved values are kept).