Client Management
Manage and track your client relationships
597
Total Clients0
Active Clients25
New Leads0
Opportunities
Quick filters:
Long-Term Nurture ⏳
Individual Own…
Simulation Script - whatsapp_contact_added
Mar 08, 2026
Judy Zeder
Long-Term Nurture ⏳
Individual Own…
Simulation Script - linkedin_connect
Apr 12, 2026
Prince Boitume…
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Jill Hertzberg | Mar 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Prince Boitumelo | Mar 30, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 15, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Property View | Prince Boitumelo | Apr 03, 2026 | ||||
| Individual Owner 🧑💼 | New Lead 🆕 | — | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - whatsapp_contact_added | Judy Zeder | Mar 08, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | Simulation Script - linkedin_connect | Prince Boitumelo | Apr 12, 2026 | ||||
| Individual Owner 🧑💼 | Long-Term Nurture ⏳ | — | Prince Boitumelo | Apr 22, 2026 |