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Alicia Mercer

Northgate Financial Advisors

Lost

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Contact Information

Name: Alicia Mercer
Email: alicia.mercer@northgatefinancialadvisors.example
Phone: (202) 555-0147
Company: Northgate Financial Advisors

Submission Information

Original message

We are redesigning our site this quarter and want to protect our organic traffic during the move.

Form name: Service Inquiry
Submission page: /services/web-design
Submission date: Jan 5, 2026, 5:39 PM

Attribution

Source: Paid Search
Medium: cpc
Campaign: seo-services-q3
Landing page: /services/paid-media
Referrer: google.com

Lead Management

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Activity History

Deal marked Lost
Courtney · Jan 20, 2026, 5:39 PM
Stage changed from Meeting to Proposal
Courtney · Jan 14, 2026, 5:39 PM
Stage changed from Contacted to Meeting
Courtney · Jan 11, 2026, 5:39 PM
Stage changed from New to Contacted
Courtney · Jan 8, 2026, 5:39 PM
Lead created from website form
System · Jan 5, 2026, 5:39 PM