| Ada Okafor — new opportunity Acme Plumbing | Lead | $250 | Ada Okafor | Jul 8, 2026 |
| Ben Carter — new opportunity Acme Plumbing | Qualified | $500 | Ben Carter | Jul 8, 2026 |
| Chen Wei — new opportunity Northwind Dental | Proposal | $750 | Chen Wei | Jul 8, 2026 |
| Dana Lopez — new opportunity | Proposal | $1,000 | Dana Lopez | Jul 8, 2026 |
| Unknown caller - A caller inquired about dental services at Northside Dental but was unclear in their requests. No immediate follow-up is needed as the conversation did not progress effectively. | Lead | - | Unknown caller | Jul 11, 2026 |
| Unknown caller - A caller inquired about the availability of a dentist for a tooth extraction and requested a follow-up via text. Northside Dental needs to collect the caller's phone number for the callback to assist further. | Lead | - | Unknown caller | Jul 12, 2026 |
| Unknown caller - A caller reached out to WorldVC but the conversation did not provide specific details about their needs. No follow-up is needed at this moment since the call did not progress. | Lead | - | Unknown caller | Jul 12, 2026 |
| Unknown caller - A caller inquired about a topic related to alcohol. Follow-up is needed to gather more details on their specific request. | Lead | - | Unknown caller | Jul 12, 2026 |
| Unknown caller - A caller reached out to WorldVC for assistance, but the specific details of their request were not provided in the transcript. No follow-up actions were mentioned. | Lead | - | Unknown caller | Jul 12, 2026 |
| Unknown caller - A caller reached out to WorldVC for assistance but didn't specify their request during the initial greeting. No follow-up needed at this time as the conversation has not progressed. | Lead | - | Unknown caller | Jul 12, 2026 |
| Unknown caller - The caller from WorldVC was seeking assistance but did not specify a particular request. No follow-up is needed at this time. | Lead | - | Unknown caller | Jul 12, 2026 |