PITCH Pipeline Intelligence · JRCO

Pipeline Intelligence

PITCH

Search pipeline

Salesperson

Estimator

Exp. close / bid due

More

CP fields

Hot Warm Strategic

No activity in last days

Expected close

→

Hide exp. close before days ago

Quick

Sales SitRep

Deals by value

Value by stage

Early / lead

Close

Expected close

Less More

Salesperson dashboard

Who logged tasks (created by)

Task rows on filtered opportunities, grouped by CenterPoint created_by.

Deals

New opportunity

Creates a CenterPoint property (with Pitch enrichment), then a sales opportunity. Mirror sync may take a minute — use Refresh to see it here.

Property & customer

Customer / property display name

Street address

City

State

ZIP

Reuse existing CenterPoint property if this address is already on file under another company

Residential (holding-company property flow)

Commercial customer company name

Property notes (optional)

Opportunity

Sales owner (CenterPoint profile)

Opportunity title

Description

Projected close

Construction type (optional)

Primary contact (optional)

Contact name

Phone

Email