Dictate the full deal once — customer, property, contact, value, bid date, and notes. Review the filled form and save.
Parsed from dictation
Property Lookup
Search an address, tap the map, or select a building footprint
Search an address, tap the map, or select a building footprint
Opportunity
Address required — deal gated at Unqualified Lead
No property address is on file yet. Status cannot advance until you link a customer with a job site address (street or city & state).
Disqualifier flaggedA disqualifier is flagged — resolve it or mark the project Not a Fit.
View only
You are not assigned to this project, so you can't make changes. Only the project creator, assigned team members (salespeople, estimators, surveyors, watchers), and Pitch Revenue admins can edit. Ask to be added or contact a Pitch Revenue admin for access.
The Deal.
Photos.
Settings
Tools, views, and preferences for the Projects workspace. v1.1
See the Projects dashboard exactly as this person does — their “My Projects”, edit rights, and visibility.
Data access is unchanged — this only re-scopes what the dashboard shows and which edit controls appear. A banner stays visible until you return to your own view.
Projects Grid Columns
Choose which columns appear on your Projects list.
Your selection is saved for this account on this browser. Everyone starts with the standard layout below.
Project Labels
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Pursuit · Voice
Voice assistant
Teams · Pursuit Team
Schedule Teams Meeting
Mark Not a Fit
Pursuit stops here — no estimating investment. The relationship stays in the CRM.
