ClientConnect

Welcome Back!

Here's a summary of your clienteling activities.

Pending Actions

3

Actions requiring your attention.

Completed Today

+1

Tasks finished since yesterday.

New Leads

+4

New potential clients this week.

My Action Plan

A list of your pending client actions.

Client	Action	Details	Due Date	Status
Alice Johnson	Call	Follow-up on recent purchase.	2024-05-28	Pending
Bob Williams	Email	Send personalized birthday offer.	2024-05-30	Pending
Ethan Hunt	Call	Check-in and see if assistance is needed.	2024-06-01	Pending