Client Management
Manage and track your client relationships
551
Total Clients0
Active Clients24
New Leads0
Opportunities
Quick filters:
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_message
Mar 08, 2026
Judy Zeder
Long-Term Nurture ⏳
Individual Own…
Simulation Script - inquiry_general
Mar 08, 2026
Judy Zeder
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_message
Apr 18, 2026
Prince Boitume…
Sphere of Influence (Nurture) 🌐
Individual Own…
Property View
Feb 16, 2026
Isabella Vaughn
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_message | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Trenton Forbes | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - inquiry_general | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_message | Prince Boitumelo | Apr 18, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | system_content_admin | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | Property View | Isabella Vaughn | Feb 16, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Guest Visitor | Mar 25, 2026 |