Client Management
Manage and track your client relationships
587
Total Clients0
Active Clients25
New Leads0
Opportunities
Quick filters:
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_connect
Mar 29, 2026
Prince Boitume…
Long-Term Nurture ⏳
Individual Own…
Simulation Script - manual_entry
Mar 08, 2026
Judy Zeder
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| 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 - note | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 22, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Prince Boitumelo | Apr 18, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Prince Boitumelo | Apr 18, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_connect | Prince Boitumelo | Mar 29, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - manual_entry | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 |