Elena Morales trail

Conversation trail

Note

Lead created

Elena Morales entered as a Realtor lead for fix and flip.

Apr 27, 9:00 AM

Trussly CRM

Initial email captured

Needs entity documents

Apr 27, 10:15 AM

elena@moraleshomes.com

Note

Lead note

Asked for 85% LTC structure

Apr 27, 11:00 AM

Jordan Lee

Call

Follow-up call needed

No recent call note exists. Add one after the next outreach.

Apr 27, 4:30 PM

Jordan Lee

Text

Follow-up scheduled

Next follow-up is scheduled for 5/3/2026, 3:30:00 PM.

May 3, 3:30 PM

Jordan Lee

Record type

Lead

Status

Qualified

Context

Fix and flip - $720,000

elena@moraleshomes.com

Phone

(602) 555-0188

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