Carlos Ortiz

Residential Insurance
300 Las Olas Blvd, Fort Lauderdale, FL 33301(305) 555-6830carlos.ortiz@example.com
Status
New Lead
Sales Person Assigned
Marianna Rempel
Lead health
Nov 12Follow-up scheduledAging paused
Source / Referred to by

Notes3

General1
Homeowner prefers calls after 4 PM. Gate code 2741.
10/29/2026, 12:00 PM
Critical1
Dog on property — call before arriving.
11/1/2026, 1:00 PM
Customer1
Asked about architectural shingle color options (Weathered Wood, Charcoal).
11/4/2026, 2:00 PM
Internal0