CRM

Sample data — Beverly Hills luxury team

Total Leads

Qualified

Active Pipeline

Closed Won

Name	Budget	Source	Stage	Property
Marcus Whitfield [email protected]	$8,500,000	Zillow	Negotiating	Single Family Estate
Priya Nair [email protected]	$4,200,000	Referral	Proposal	Condo / Penthouse
Derek Fontaine [email protected]	$12,000,000	Website	Qualified	Single Family Estate
Sophia Castellano [email protected]	$2,800,000	Social Media	Contacted	Single Family
James Okafor [email protected]	$6,000,000	Open House	New	Modern Contemporary
Catherine Voss [email protected]	$5,750,000	Realtor.com	Closed Won	Single Family Estate
Ryan Ashworth [email protected]	$3,400,000	Cold Outreach	Closed Won	Modern Condo
Natalie Brennan [email protected]	$9,000,000	Referral	Closed Lost	Estate

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