Leads · Ridgeline Financial

ClaireNext stepCall or text

Harold Christensen(719) 555-0179 · 68NewMeta — FE V2CO4m agoTexting03m ago—Call Harold Christensen

Rudy Martinez(385) 555-0179 · 81NewMeta — FE Senior 65+UT40m agoTexting039m ago—Call Rudy Martinez

Darlene Jensen1(720) 555-0176 · 75AttemptedMeta — FE V2CO2h agoTexting12h ago—Call Darlene Jensen

Judy Pruett2(480) 555-0181 · 82Phone ContactedText RepliedAged Batch 7AZ3h agoTexting230m ago—Call Judy Pruett

Barbara Wardle1(385) 555-0186 · 79Thu, Oct 29 · 10:30 AMScheduledText RepliedScheduled · Thu, Oct 29 · 10:30 AMMeta — FE V2UT5h agoTexting11h agoThu, Oct 29 · 10:30 AMCall Barbara Wardle

Carol Whitmore(719) 555-0184 · 71Tue, Oct 20 · 3:30 PMScheduledText RepliedScheduled · Tue, Oct 20 · 3:30 PMMeta — FE V2CO1d agoTexting033m agoTue, Oct 20 · 3:30 PMCall Carol Whitmore

Judy Archuleta2(719) 555-0163 · 64AttemptedMeta — FE V2CO1d agoTexting21h ago—Call Judy Archuleta

Bonnie Sorensen(720) 555-0114 · 74ScheduledText RepliedMeta — FE V2CO1d agoTexting01d ago—Call Bonnie Sorensen

Floyd Romero1(801) 555-0163 · 67Text RepliedMeta — FE V2UT1d agoTexting12h ago—Call Floyd Romero

Fidel Lucero(575) 555-0104 · 65Text RepliedMeta — FE V2NM1d agoTexting01h agoThey texted 1h ago — unansweredCall Fidel Lucero

Dolores Trujillo(435) 555-0165 · 62Wed, Oct 21 · 4:15 PMScheduledText RepliedScheduled · Wed, Oct 21 · 4:15 PMMeta — FE V2UT1d agoTexting05h agoWed, Oct 21 · 4:15 PMCall Dolores Trujillo

Lupe Apodaca4(928) 555-0107 · 68AttemptedMeta — FE Senior 65+AZ2d agoTexting423h ago—Call Lupe Apodaca

Gilbert Chavez(480) 555-0120 · 71Fri, Oct 23 · 1:00 PMScheduledText RepliedScheduled · Fri, Oct 23 · 1:00 PMReferralAZ2d ago—01d agoFri, Oct 23 · 1:00 PMCall Gilbert Chavez

Barbara Sorensen1(720) 555-0113 · 59AttemptedAged Batch 7CO2d agoTexting123h ago—Call Barbara Sorensen

Lyle Pruett1(719) 555-0188 · 70ScheduledPhone ContactedMeta — FE V2CO2d ago—11d agoAppointment — Mon, Oct 19 · 4:45 PMCall Lyle Pruett

Earl Haskell(435) 555-0104 · 80Text RepliedReferralUT2d ago—03h agoHanded to you — Asked For A Human Call. Sequence Paused — The Thread Is Yours.Call Earl Haskell

Judy Sorensen2(801) 555-0135 · 83Closed · Bad / Disconnected NumberMeta — FE V2UT2d ago—21d ago—Call Judy Sorensen

Glen Archuleta2(719) 555-0165 · 57Fri, Oct 23 · 5:30 PMScheduledText RepliedScheduled · Fri, Oct 23 · 5:30 PMMeta — FE V2CO2d agoTexting21d agoFri, Oct 23 · 5:30 PMCall Glen Archuleta

Bernice Apodaca(385) 555-0136 · 75Tue, Oct 20 · 2:30 PMScheduledText RepliedScheduled · Tue, Oct 20 · 2:30 PMMeta — FE V2UT2d agoTexting05h agoTue, Oct 20 · 2:30 PMCall Bernice Apodaca

Marlene Hatch1(575) 555-0148 · 72ScheduledText RepliedPhone ContactedMeta — FE V2NM2d agoTexting17h ago—Call Marlene Hatch

Irene Quintana1(720) 555-0161 · 74AttemptedAged Batch 7CO2d agoTexting11d ago—Call Irene Quintana

Linda Christensen3(970) 555-0138 · 55QuotedText RepliedPhone ContactedReferralCO2d ago—31d ago—Call Linda Christensen

Lupe Gallegos(520) 555-0161 · 68Tue, Oct 27 · 10:30 AMScheduledText RepliedScheduled · Tue, Oct 27 · 10:30 AMMeta — FE V2AZ2d agoTexting01d agoTue, Oct 27 · 10:30 AMCall Lupe Gallegos

Opal Larsen(385) 555-0123 · 72Missed CallMeta — FE V2UT2d agoTexting046m ago—Call Opal Larsen

Martha Bingham(602) 555-0110 · 70Text RepliedLanding PageAZ2d ago—025m agoHanded to you — Coverage Question For A Licensed Agent — Claire Doesn'T Answer Policy Questions.Call Martha Bingham

Esperanza Lucero1(719) 555-0170 · 70Phone ContactedText RepliedLanding PageCO3d agoTexting150m ago—Call Esperanza Lucero

Virgil Archuleta4(801) 555-0171 · 77AttemptedVendor X TransfersUT3d agoTexting41d ago—Call Virgil Archuleta

Duane Kessler(719) 555-0103 · 68Text RepliedMeta — FE V2CO3d agoTexting01d ago—Call Duane Kessler

Dennis Larsen21 VM(520) 555-0104 · 67Closed · Already CoveredText RepliedPhone ContactedMeta — FE V2AZ3d ago—21d ago—Call Dennis Larsen

Vern Petersen2(480) 555-0154 · 77QuotedText RepliedPhone ContactedMeta — FE V2AZ3d ago—28h ago—Call Vern Petersen

Wendell Snow(303) 555-0137 · 72Tue, Oct 20 · 10:00 AMScheduledText RepliedScheduled · Tue, Oct 20 · 10:00 AMMeta — FE V2CO3d ago—03d agoTue, Oct 20 · 10:00 AMCall Wendell Snow

Herb Larsen(520) 555-0171 · 74ScheduledText RepliedMeta — FE V2AZ3d ago—03d ago—Call Herb Larsen

Peggy Olsen1(720) 555-0134 · 71QuotedText RepliedPhone ContactedMeta — FE V2CO4d ago—11d ago—Call Peggy Olsen

Delia Jensen2(719) 555-0148 · 79AttemptedMeta — FE V2CO4d agoTexting21d ago—Call Delia Jensen

Ernesto Baca3(505) 555-0145 · 65ScheduledPhone ContactedMeta — FE V2NM4d ago—34h ago—Call Ernesto Baca

Glen Hatch(801) 555-0144 · 70Closed · Do Not CallVendor X TransfersUT4d ago—04d ago—

Judy Torgersen33 VM(928) 555-0123 · 76AttemptedInstant VoicemailMeta — FE Senior 65+AZ4d agoTexting33d ago—Call Judy Torgersen

Linda Wardle(575) 555-0187 · 68Closed · Do Not CallAged Batch 7NM4d ago—04d ago—

Orville Montoya1(505) 555-0100 · 84AttemptedMeta — FE Senior 65+NM4d agoTexting12d ago—Call Orville Montoya

Ramon Romero3(720) 555-0128 · 68QuotedText RepliedPhone ContactedMeta — FE V2CO4d ago—32d ago—Call Ramon Romero

Fidel Larsen4(719) 555-0150 · 67AttemptedAged Batch 7CO5d agoTexting43d ago—Call Fidel Larsen

Melvin Olsen33 VM(385) 555-0167 · 67AttemptedInstant VoicemailMeta — FE V2UT5d agoTexting34h ago—Call Melvin Olsen

Marlene Martinez3(385) 555-0135 · 58AttemptedAged Batch 7UT5d agoTexting32d ago—Call Marlene Martinez

Fern Kessler21 VM(575) 555-0188 · 83AttemptedMeta — FE V2NM6d agoTexting24d ago2 calls, no connect — quiet 4dCall Fern Kessler

Gene Sandoval3(435) 555-0152 · 70AttemptedAged Batch 7UT6d agoTexting32h ago—Call Gene Sandoval

Peggy Wardle4(303) 555-0170 · 58SoldText RepliedPhone ContactedVendor X TransfersCO7d ago—43d ago—Call Peggy Wardle

Verna Begay(480) 555-0129 · 72Text RepliedLanding PageAZ7d agoTexting03d agoWas engaged, quiet 3d — reconnectCall Verna Begay

Orville Begay4(520) 555-0121 · 77AttemptedMeta — FE Senior 65+AZ7d agoTexting45d ago4 calls, no connect — quiet 5dCall Orville Begay

Norma Pratt(575) 555-0183 · 65Closed · Not InterestedText RepliedMeta — FE V2NM8d ago—07d ago—Call Norma Pratt

Sandra Lund2(801) 555-0174 · 74Phone ContactedText RepliedMeta — FE Senior 65+UT8d agoTexting26d agoWas engaged, quiet 6d — reconnectCall Sandra Lund