Carlos Patel

Residential Insurance
925 Okeechobee Rd, Fort Pierce, FL 34950(305) 555-5558carlos.patel@example.com
Status
Needs Assignment
Sales Person Assigned
Cayla Herman
Lead health
4OverdueOverdue — act now
Source / Referred to by
Date / timeActivityRecipient / owner
No preview activity yet

Activity Log35

Date TimeUserActivity TypeDetails
11/7/2026, 11:00:00 AMYouCREATECommunication created
11/6/2026, 4:00:00 PMYouCREATECommunication created
11/6/2026, 1:00:00 PMYouCREATEFollow-up created
11/6/2026, 9:00:00 AMYouCREATEEstimate created
11/5/2026, 4:00:00 PMYouCREATEappointment created
11/5/2026, 4:00:00 PMYouCREATEEstimate created
11/5/2026, 3:00:00 PMYouCREATECommunication created
11/5/2026, 3:00:00 PMYouCREATETask created
11/5/2026, 3:00:00 PMYouCREATEMeasurement created
11/5/2026, 1:00:00 PMYouCREATEPhoto/Video uploaded
11/5/2026, 11:00:00 AMYouCREATEPhoto/Video uploaded
11/4/2026, 4:00:00 PMYouCREATETask created
11/4/2026, 3:00:00 PMYouCREATEappointment created
11/4/2026, 3:00:00 PMYouCREATEDocument uploaded
11/4/2026, 2:00:00 PMYouCREATEFollow-up created
11/4/2026, 12:00:00 PMYouCREATENote created
11/3/2026, 2:00:00 PMYouCREATEDocument uploaded
11/3/2026, 9:00:00 AMYouCREATETask created
11/2/2026, 2:00:00 PMYouCREATECommunication created
11/2/2026, 2:00:00 PMYouCREATEInspection created
11/2/2026, 1:00:00 PMYouCREATEDocument uploaded
11/2/2026, 12:00:00 PMYouCREATEDocument uploaded
11/2/2026, 12:00:00 PMYouCREATEPhoto/Video uploaded
11/2/2026, 10:00:00 AMYouCREATEPhoto/Video uploaded
11/2/2026, 9:00:00 AMYouCREATEappointment created