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
7
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.