Every active opportunity has an owner and a next action.
Stages change only through real workflow once the backend exists.
Marcus Bell
Business Succession
Web inquiry · 1 day ago
Referred by Priya Raman
Owner: Casey
Grace Liu
Trust Administration
Questionnaire sent · 5 days ago
Referred by James Anderson
Owner: Jordan
Victor + Ana Ramos
Estate Planning
Consultation canceled · yesterday
Owner: Morgan
Sarah + Michael Thompson
Consultation completed · 2 days ago
Hollis Family
Engaged · Sep 1