CALLBOARD · COMMERCIAL ROOFING
Find the next opportunity.
Choose a market, reach the decision maker, and keep the next step moving.
Where to focus
Business hours first, then callbacks due, target shortfall, and available prospects.
Loading eight markets…
Local weekday hours: 9 a.m.–5 p.m. Use your team's calling policies and the prospect's preferences.
Loading prospects…
| Business / property | Market / caller | Stage / qualification | Next callback | Actions |
|---|
Keep your promises
Overdue callbacks appear first. Logging a call completes the previous callback; choose “Callback requested” to schedule another.
One relationship. Multiple properties.
Link buildings to an owner or property manager. Track each roof as its own prospect.
Lead quality · last 30 days
Property outcomes below follow prospects created in the last 30 days. Stages count only when recorded; qualified includes later sales stages. Caller outcomes use the current assigned caller.
“Logged calls” counts attempts entered in this workspace during the last 30 days. Zoom/RingCentral callboard totals remain separate.