Advisor Portal
Client Management
8 clients in your pipeline
| Client | Destination | Budget | Dates | Status | Probability | Last Contact | Source | |
|---|---|---|---|---|---|---|---|---|
Sarah Mitchell sarah@email.com | Maldives | $5,000 | Dec 20-28 | Report Sent | High | 2h ago | Referral | |
David Chen david@email.com | Switzerland | $8,200 | Jan 5-12 | Follow Up | Medium | 1d ago | Direct | |
Emma Wilson emma@email.com | Santorini | $3,500 | Mar 15-22 | New Lead | High | 3h ago | Platform | |
James Park james@email.com | Bali | $4,100 | Feb 10-18 | Booked | High | 5d ago | Referral | |
Olivia Brown olivia@email.com | Japan | $6,800 | Apr 1-10 | New Lead | High | 6h ago | Campaign | |
Noah Martinez noah@email.com | Turks & Caicos | $5,500 | May 20-28 | Follow Up | Low | 2d ago | Direct | |
Ava Kim ava@email.com | Maldives | $12,000 | Jun 15-25 | Report Sent | High | 1d ago | Referral | |
Liam Johnson liam@email.com | Greece | $3,800 | Jul 1-8 | Closed | Low | 2w ago | Platform |