Client Management
Manage and track your client relationships
551
Total Clients0
Active Clients24
New Leads0
Opportunities
Quick filters:
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Jill Hertzberg | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Angelica Vargas | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Jane Byrd | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Trenton Forbes | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Carrie Rush | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | system_content_admin | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 13, 2026 |