Client Management
Manage and track your client relationships
560
Total Clients0
Active Clients25
New Leads0
Opportunities
Quick filters:
Long-Term Nurture ⏳
Individual Own…
Simulation Script - whatsapp
Apr 05, 2026
Prince Boitume…
Long-Term Nurture ⏳
Individual Own…
Simulation Script - meeting
Mar 08, 2026
Judy Zeder
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - whatsapp | Prince Boitumelo | Apr 05, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 18, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Rain Hahn | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 15, 2026 | ||||
|
Australia
|
Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | — | Mar 13, 2026 | |||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Angelica Vargas | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - meeting | Judy Zeder | Mar 08, 2026 | ||||
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7757521189
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Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Guest Visitor | Feb 15, 2026 |