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

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