TL-2607 · Website form
Great Lakes HVAC Supply
Robert Klein · United States
TruTool N 200· Nibblers
- Owner
- Elena Rossi
- Priority
- medium
- Automation
- Stopped
- Last contact
- —
- Next follow-up
- 2026-10-14 21:23 overdue 2d
- Outcome
- Open
- 1New Lead
- 2Contacting
- 3Qualification
- 4Sales Ready
- 5Assigned to Partner
Activities & follow-ups
Record customer response
Opening an email never counts as a response. Recording one cancels customer follow-ups and pauses automation.
Schedule call or demo
-
Automation · System · 2026-10-14 21:23 UTC
Pre-handover customer automation disabled. Partner: Great Lakes Metal Tooling LLC
-
Stage change · Marcus Brandt · 2026-10-14 21:23 UTC
Stage changed: Sales Ready → Assigned to Partner
-
Automation · System · 2026-10-14 21:23 UTC
3 scheduled follow-up(s) cancelled: Stage changed to Assigned to Partner
-
System · Marcus Brandt · 2026-10-14 21:23 UTC
Partner assignment approved by Marcus Brandt: Great Lakes Metal Tooling LLC
-
Stage change · Tomás Herrera · 2026-10-14 21:23 UTC
Stage changed: Qualification → Sales Ready
-
Automation · System · 2026-10-14 21:23 UTC
5 scheduled follow-up(s) cancelled: Stage changed to Sales Ready
-
Stage change · Tomás Herrera · 2026-10-14 21:23 UTC
Stage changed: Contacting → Qualification
-
Automation · System · 2026-10-14 21:23 UTC
4 scheduled follow-up(s) cancelled: Stage changed to Qualification
-
Stage change · Tomás Herrera · 2026-10-14 21:23 UTC
Stage changed: New Lead → Contacting
-
Automation · System · 2026-10-14 21:23 UTC
2 scheduled follow-up(s) cancelled: Stage changed to Contacting
-
System · System · 2026-10-14 21:23 UTC
Owner assigned automatically: Elena Rossi
-
System · System · 2026-10-14 21:23 UTC
Lead created via Website form (stage: New Lead)
Customer details
Product & qualification
Sales readiness checklist
- Interested product
- Application
- Purchase timeline
- Purchasing authority
- Technical requirements
All required information present.
Automation control
Stopped
Sequence version v5 · Partner handover
Current actions
| Partner notification Partner handover · partner |
2026-10-14 21:23 overdue 2d |
scheduled |
Previous actions (14)
| Internal review notification Sales-ready review · internal |
2026-10-14 21:23 |
cancelled | |
| Handover approval reminder Sales-ready review · internal |
2026-10-17 06:23 |
cancelled | |
| Escalate pending handover Sales-ready review · internal |
2026-10-19 06:23 |
cancelled | |
| Missing information request Qualification support |
2026-10-17 13:23 |
cancelled | |
| Technical information request Qualification support |
2026-10-17 21:23 |
cancelled | |
| Demo / call reminder task Qualification support · internal |
2026-10-19 06:23 |
cancelled | |
| Product demonstration invitation Qualification support |
2026-10-19 21:23 |
cancelled | |
| Qualification overdue alert Qualification support · internal |
2026-10-24 07:23 |
cancelled | |
| Follow-Up 1 Contacting: no response |
2026-10-17 13:23 |
cancelled | |
| Follow-Up 2 Contacting: no response |
2026-10-19 21:23 |
cancelled | |
| Final follow-up Contacting: no response |
2026-10-24 21:23 |
cancelled | |
| Internal review task Contacting: no response · internal |
2026-10-25 07:23 |
cancelled | |
| Notify assigned employee New lead intake · internal |
2026-10-14 21:23 |
cancelled | |
| Acknowledgment to customer New lead intake |
2026-10-14 21:23 |
cancelled |
No Pabbly webhook URL is set, so manual triggers run as labelled simulations.
Partner assignment
Great Lakes Metal Tooling LLC
dealer · United States
- Approved by
- Marcus Brandt
- Approved
- 2026-10-16 21:23
- Transferred
- 2026-10-16 21:23
Pre-handover customer automation is permanently disabled.
Internal tasks
- No tasks.