Relationships
Contacts
Every active relationship in one place. Status, touchpoints, follow-up date, and last interaction visible at a glance. Filter by status or source. Bulk-tag, sequence-enroll, or export from the selection bar.
Status
AllNewContactedQualifiedProposalWonLost
Source
AllScanFormManualClient
Overdue only
| Contact | Status | Source | Last activity | Follow-up | Touchpoints | |
|---|---|---|---|---|---|---|
| Miguel Reyes miguel@northwoodplumbing.com Northwood Plumbing | Qualified | Scan | 2d ago | May 4 | 2 scans · 1 form · 6 emails | |
| Dr. Sarah Patel sarah@riverbenddental.com Riverbend Dental | Proposal | Form | 2d ago | May 2 (overdue) | 1 scan · 1 form · 11 emails | |
| Daniel Cho owner@acmehvac.example Acme HVAC | Contacted | Scan | 4d ago | May 1 (overdue) | 3 scans · 4 emails | |
| Amelia Park amelia@lakeshorecpa.com Lakeshore CPA | Won | Client | Apr 27 | - | 1 scan · 2 forms · 22 emails | |
| Jordan Liu front@cottonwoodvet.example Cottonwood Veterinary | New | Scan | 2d ago | May 7 | 1 scan | |
| Priya Mehta team@beaconhillrealty.example Beacon Hill Realty | Qualified | Scan | 3d ago | May 9 | 2 scans · 1 form · 9 emails | |
| Theo Nakamura ops@harborlinelogistics.example Harborline Logistics | Lost | Manual | Apr 14 | - | 1 scan · 14 emails | |
| Renata Aguirre owner@summitautoglass.example Summit Auto Glass | Proposal | Scan | 2d ago | May 3 (overdue) | 2 scans · 1 form · 8 emails |