Daniel Alvarez
Won Won July 20, 2026At 9643 Silver Hill Cir, Highlands Ranch, CO 80130. Prefers a call. Dana Whitfield is the salesperson.
Archive this lead
Remove this lead from the pipeline and follow-ups. Its details, stage and activity are kept.
Archiving does not mark it as lost. Save this page's link to restore it later.
Overview
Where it stands
Choose where the opportunity stands. Select Won when they sign to set up the customer account.
Notes & activity
Record a contact, then add any details in its timeline entry. Choose Note to write something for the team.
-
Dana Whitfield
Promoted to customer #1004.
-
Dana Whitfield Inspected to Won
Signed the insurance work authorization after the adjuster's meeting.
-
Dana Whitfield Note
Adjuster meeting on the roof with Kara Whitfield (State Farm): full roof approved, scope to follow.
-
Dana Whitfield Appointment Set to Inspected
Filed claim with State Farm from the driveway.
-
Dana Whitfield Site visit
Hail hits on every slope, 8 to 14 a test square; dented box vents and gutters. Photos and test squa…
-
Dana Whitfield Contacted to Appointment Set
-
Dana Whitfield New to Contacted
-
Dana Whitfield
Lead created from Canvassing: Storm chase.
Contact
Opening…
Property
Opening…
Jobs and claim
Opening…
Source and assignment
Opening…