Client Management
Manage and track your client relationships
552
Total Clients0
Active Clients25
New Leads0
Opportunities
Quick filters:
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_connect
Apr 15, 2026
Prince Boitume…
Long-Term Nurture ⏳
Individual Own…
Simulation Script - voice_note
Mar 08, 2026
Judy Zeder
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_connect
Apr 13, 2026
Prince Boitume…
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Trenton Forbes | Jan 27, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Laird Lind | Jan 26, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Ali ali | Mar 27, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | — | Jan 27, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_connect | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - voice_note | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_connect | Prince Boitumelo | Apr 13, 2026 |