Relationship overview
6 clients need a follow-up. Keep the next conversation moving.
Reach out next
Lowest relationship health first.
- 25 · At riskSample client 04
100 days since last contact
- 25 · At riskSample client 05
125 days since last contact
- 25 · At riskSample client 09
210 days since last contact
- 25 · At riskSample client 10
160 days since last contact
- 35 · WaveringSample client 08
55 days since last contact
- 45 · WaveringSample client 07
28 days since last contact
Relationship health
Clients in this workspace
Recent contact
- Sample client 021 day since last contact
- Sample client 032 days since last contact
- Sample client 012 days since last contact
- Sample client 063 days since last contact
Pipeline
Proposals, contracts and invoices
Marketing
Campaigns and drafts