TZ: America/Indiana/Indianapolis MS SQL + Outbox Active👔 Viewing as Manager: Alex Vance (Operations Manager)
+ New Lead
ESC-1009 — Matt Miller Property Visit Scheduled
Next Action: Conduct 2-Hour Property Visit (Mon, Nov 16 4:30 pm)
📞 Call (847) 354-0936

Matt Miller

📞 (847) 354-0936 (Call) • ✉️ No Email Yet
📍 5617 s Emerson Ave, Indianapolis, IN Open Maps ↗
Direction / Channel: Inbound — Phone Call
Case Type: EstateSale • Owner: Alex Vance (Operations Manager)
Contract Status:No Confirmed Signed Contract (0 days old)
Lifecycle Progress 15%
Created: Nov 14, 2026
Current Stage: Property Visit Scheduled
Server-Validated State Machine
Option A: Schedule Initial Property Visit (2 Hours)

Creates an exact 120-minute appointment in CRM & Google Calendar.

➕ Attach / Add Visit to Google Calendar ↗
Scheduled: Mon, Nov 16, 2026 4:30 PM – 6:30 PM
Option B: Follow up with client at a later date.

Schedules follow-up at 10:00 AM local using calendar-month math. (Defaults to Option B with 1 Day if no visit is scheduled within 1 hour of lead creation.)

Mark Property Visit Completed

Once the on-site walkthrough is finished, record any walkthrough notes below and mark the property visit completed.

Attached Job Checklists (0)
Checklists are automatically attached when scheduling Setup/Sale or Cleanout stages (or you can attach one in the Checklists tab).
Quick Add Case / Call Note
Recent Activity Timeline
Scheduled 2-Hour Property Visit
Scheduled 2-hour property visit for Nov 16, 2026 4:30 pm – 6:30 pm at 5617 s Emerson Ave, Indianapolis, IN.
Nov 14, 2026 12:25 PM • Alex Vance (Operations Manager)
Lead Created
Created Inbound lead (Phone Call) for Matt Miller at 5617 s Emerson Ave, Indianapolis, IN.
Nov 14, 2026 12:23 PM • Alex Vance (Operations Manager)
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