Client portal
Northline HVAC

Leads

Track captured opportunities, follow-up timing, and booking conversion for Northline HVAC.

4 visible leadsRequest lead follow-up

Preview mode is active. This leads center is showing demo business data until Supabase is configured.

Opportunity health
100%Active

Your lead pipeline is organized.

Every opportunity is grouped by source, value, next step, and stage so owners can move fast without digging through calls.

Review source calls
Active value$1,930Open opportunities
Follow-up125% of pipeline
High priority1Needs owner attention
Booked value$1,45075% booked
Pipeline mix
New0 / $0
0%
Contacted0 / $0
0%
Booked3 / $1,450
75%
Follow-up1 / $480
25%
Won/Lost0 / $0
0%
Revenue proof
1st
Top sourceBooking handoff
3
Booked leads3 ready handoff

Lead context stays tied to source calls and transcripts so each follow-up has proof, value, and the next action attached.

Lead activity

Recent opportunities

4 of 4 visible
WhenCustomerOpportunityStageValueSource
Attention needed

Hot follow-ups

Request update ->
Maintenance planJun 5 - $480
Review
Booking handoffs

Booked opportunities

View bookings ->
AC diagnostic(404) 555-0184 - $320
Ready
Maintenance plan(425) 555-0199 - $480
Ready
Duct cleaning(253) 555-0122 - $650
Ready
Saved context

Source proof

View archive ->
Opportunity value$1,930
Source visibilityBooking handoff
Follow-up path1 needs action