Sample data, for looking at the design. This is an invented agent's book of business, not a real one.
Clients
Manage your clients, relationships, and activity.
Total Clients
36
Staged leads and engaged sellers
Active Clients
33
In play right now
New This Month
29
Arrived this month
Closed Clients
3
Deals marked Closed
- LMActive
Lucia Moreno
Buyer · Bayfront 22B
5h ago
Qualified
Qualified - BFActive
Benjamin Frost
Buyer · Sunset Palms Villa
12h ago
Qualified
Qualified - RCActive
Renata Cruz
Buyer · Bayfront 22B
16h ago
Showing scheduled
Tour Booked - ARActive
Aisha Rahman
Buyer · Coral Ridge Modern
19h ago
Qualified
Qualified - MJActive
Malik Johnson
Buyer · Sunset Palms Villa
23h ago
Showing scheduled
Tour Booked - PKActive
Peter Kowalski
Buyer · Bayfront 22B
1d ago
Qualified
Qualified - CBActive
Chloe Beaumont
Buyer · Coral Ridge Modern
1d ago
Showing scheduled
Tour Booked - SOActive
Samuel Ortiz
Buyer · Bayfront 22B
1d ago
Showing scheduled
Tour Booked - NSActive
Naomi Sato
Buyer · Sunset Palms Villa
1d ago
Qualified
Qualified - HRActive
Hector Ramos
Buyer · Coral Ridge Modern
2d ago
Qualified
Qualified
A client is a lead with a deal stage, or a seller past first contact — the definition the pipeline already uses. Browsing trails like "viewed 3 properties" are not tracked, so the activity column shows what the rows can prove.