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 - inquiry_general
Apr 12, 2026
Prince Boitume…
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
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Karen Stauber | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 05, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - inquiry_general | Prince Boitumelo | Apr 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_connect | 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 ⏳ | — | Jill Hertzberg | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Prince Boitumelo | Apr 15, 2026 |