Intro to Active Clients

Active Clients are the Clients you are working with on a daily basis, the people you need to stay on top of to get your deals across the finish line.

Organize your Active Clients into Hot, Warm, and Cold to help prioritize them so you can focus on those that are most important. Your Active Clients are automatically sorted into the Active Clients you need to contact first.

tip

The length of time is different for Hot, Warm, and Cold Active Clients and fully customizable in Settings.