Lists


  • Manage and interact with your full database of leads, prospects and clients.
  • See when clients were last contacted and what was discussed.
  • Gain insight into your database.
  • Know that your clients are being looked after and who is looking after them.
  • Keep your database up to date by ensuring you always have the most accurate client and prospect information.
  • Have your full database at your fingertips, no matter where you are.

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Next Feature:

Calendar

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Other Features

Dashboard

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Performance

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Client Map

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Pipeline

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Lists

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