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) 🌐 | — | Karen Stauber | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Mar 04, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Property | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Guest Visitor | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | — | Jan 26, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jill Hertzberg | Feb 15, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Mauricio Umansky | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Feb 04, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Mar 03, 2026 |