We Packout

Sales

Customer pipeline

Customer deals by stage: board, list, and summary.

New Lead

110%
Amy Cho

Close date: Oct 22, 2026

Deal owner: Maya Chen

Create date: 2026-10-22

Rep: Maya Chen

Partner: —

Cause: Water

0 days open

Contacted

125%
Chris Owens

Close date: Oct 21, 2026

Deal owner: Maya Chen

Create date: 2026-10-21

Rep: Maya Chen

Partner: —

Cause: Water

1 days open

Site Assessment

140%
Rohan Patel

Close date: Oct 28, 2026

Deal owner: Maya Chen

Create date: 2026-10-20

Rep: Maya Chen

Partner: Northline Mitigation

Cause: Water

2 days open

Work Authorization Sent

070%

Won

5100%
Elena AlvarezJob WP-2026-0142

Close date: —

Deal owner: Maya Chen

Create date: 2026-09-29

Rep: Maya Chen

Partner: Summit Restoration

Cause: Water

$16,426.80 invoiced in QuickBooks

Mark KesslerJob WP-2026-0138

Close date: —

Deal owner: Maya Chen

Create date: 2026-08-15

Rep: Maya Chen

Partner: Harbor Dry-Out

Cause: Fire

$42,300 invoiced in QuickBooks

Linh NguyenJob WP-2026-0148

Close date: —

Deal owner: Maya Chen

Create date: 2026-10-12

Rep: Maya Chen

Partner: Summit Restoration

Cause: Mold

$10,319.40 invoiced in QuickBooks

Dana OkonkwoJob WP-2026-0151

Close date: —

Deal owner: Maya Chen

Create date: 2026-10-19

Rep: Maya Chen

Partner: —

Cause: Water

$0 invoiced in QuickBooks

Ana GarciaJob WP-2026-0120

Close date: —

Deal owner: Maya Chen

Create date: 2026-06-02

Rep: Maya Chen

Partner: Summit Restoration

Cause: Water

$15,000 invoiced in QuickBooks

Lost

10%
Sam Brooks

Close date: —

Deal owner: Maya Chen

Create date: 2026-10-01

Rep: Maya Chen

Partner: —

Cause: Fire

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