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 ⏳ | — | Mauricio Umansky | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Carrie Rush | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jason Oppenheim | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Angelica Vargas | Feb 17, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Jan 27, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Laird Lind | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Dolly Lenz | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jill Hertzberg | Jan 27, 2026 |