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 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Rain Hahn | Feb 19, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Angelica Vargas | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Angelica Vargas | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Prince Boitumelo | Jan 26, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Laird Lind | Mar 10, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jane Byrd | Jan 24, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Jan 26, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Trenton Forbes | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Prince Boitumelo | Mar 03, 2026 |