Client Management
Manage and track your client relationships
551
Total Clients0
Active Clients24
New Leads0
Opportunities
Quick filters:
| Client Name | Contact Info | Type | Stage | Source | Assigned To | Created | Actions | |
|---|---|---|---|---|---|---|---|---|
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Trenton Forbes | Feb 04, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Trenton Forbes | Feb 05, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Isabella Vaughn | Feb 04, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Isabella Vaughn | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jason Oppenheim | Feb 19, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Jason Oppenheim | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | — | Jan 27, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Dolly Lenz | Mar 03, 2026 | ||||
| Individual Owner 🧑💼 | Sphere of Influence (Nurture) 🌐 | — | Prince Boitumelo | Jan 27, 2026 |