Internal CRM

Blue Rhino Bath CRM

Track leads, appointments, and installs; prepare contract intake and send for signature when a lead is ready.

Access

Internal access token

Leads & Clients Database

Name	Contact	Status	Rep	Appointment	Install	Price	Signature

Pipeline

Drag a card to a different column to move it through the pipeline.

New Contract Intake

Customer name Customer email Customer phone Agreement date Installation address Sales representative Installer / installation entity License / insurance note Project type Selected product/system Wall panel pattern Wall panel color Pan type Pan color / threshold Fixture type Fixture finish Door / glass Accessories Flooring / toilet / vanity / other add-ons Shower installation scope Special notes Total price Deposit Balance Payment method Install window Appointment date (sales visit) Scheduled install date Permits / inspections Discount / grant / special pricing notes Home built before 1978? Painted surfaces disturbed? Lead exemption claimed? Reason for exemption Last date to cancel Early ordering authorization Marketing consent

Recent Records

Switch to Database View to search, sort, or add a lead.