David Thompson

Residential Insurance

925 Okeechobee Rd, Fort Pierce, FL 34950(305) 555-2166 david.thompson@example.com

Status: Assign Estimator
Sales Person Assigned: Patty Haley
Lead health: 3AttentionTurns red Nov 8 if no action
Source / Referred to by

Notes3

General1

Homeowner prefers calls after 4 PM. Gate code 2741.

10/29/2026, 1:00 PM

Critical1

Dog on property — call before arriving.

11/1/2026, 2:00 PM

Customer1

Asked about architectural shingle color options (Weathered Wood, Charcoal).

11/4/2026, 3:00 PM

Internal0