Make any changes to the lead that you desire.
Note: all lead cards are green and color may not be changed.

Priority
Probability
Source
Estimated Value

ASAP - WorkOrder - ToDo - Tue, Feb 2
Simple shoot
They need to sell this boat ASAP and quick shoot. Basic shoot in yard. Need lights for interior. Lower budget!!
User: Mark
Customer: Robert Page
+1
Project:
Schedule - WorkOrder - ToDo - Fri, Jan 29
Layout plan
Recon and plan shoot
User: Mark
Customer: Billy Garcia
+1
Project:
Schedule - Lead - ToDo - Wed, Feb 3
Warm lead - Chesapeake Yacht C...
Web photos out of date, Need both stills and video
Phone: 840-325-6785 | Email: cyc@gmail.com
Source: Referral - Integrity | Value: $2,000
Next Step: Meet Eddie for Lunch
User: Mark
Customer:
+1
Project:
Schedule - WorkOrder - ToDo - Wed, Jan 13
Touchup old photos
trying to get a boat on market, owner found old photos need scanning cleaning
User: Mark
Customer: Integrity Yachts
+1
Project:
Schedule - WorkOrder - ToDo - Fri, Jan 29
"For sale" package
Ozzy needs interior and exterior photos. This is a premium boat. So, use chase boat etc
User: Mark
Customer: Ozzy Plant
+1
Project:
Schedule - WorkOrder - ToDo - Fri, Jan 29
Prepare slide show
Make a video collage of photos from regatta. Make sure to include party.
User: Mark
Customer: Lower Bay Yacht Club
+1
Project:
Schedule - General - ToDo - Sat, Jan 30
Need a new drone
Check out DJI
User: Mark
Customer:
+1
Project:
Schedule - WorkOrder - ToDo - Fri, Feb 19
Dock overview
They need an aerial fly over video. Looking to highlight facilities.
User: Mark
Customer: Integrity Yachts
+1
Project:
Schedule - General - ToDo - Wed, Dec 15
Call my bookkeeper
Need help with QBO reports
User: Mark
Customer:
+1
Project:
Schedule - General - ToDo - Mon, Dec 27
Replace camera strap
Purchase a new camera strap for Louie's broken one
User: Mark
Customer:
+1
Project:
Schedule - General - ToDo - Mon, Dec 27
Inventory Lenses
Inventory all SLR lenses that we have
User: Mark
Customer:
+1
Project:
Schedule - Lead - ToDo - Sat, Jan 8
Cold lead - Ursula Galley
Curious about what kinds of services we offer
Phone: 432-534-1235 | Email: utgalley@yahoo.com
Source: N/S | Value: $0
Next Step: Set up phone c

Editing a Lead