Clients

Dashboard Clients Jobs Resumes

Settings /

New Client

Client Name *

Contact Person

Email

Phone

Website

Status

Address

Notes

Clients

Send Outreach

What They Need (optional)

Used as shared guidance alongside each lead's notes, tags, and recent activity.

Email Intro (optional)

This sends personalized teaser outreach immediately for each selected client with an email address.

Import Leads

Source Name (optional)

Lead Source Text

Lead Source File

Preview

Keep	Company	Contact	Email	Phone	Notes	Status

Client Activity

Add Contract

Contract Name (optional)

Contract Text

Contract State

Supersession

Contract Name (optional)

Contract File

Contract State

Supersession

Saved Contract

Existing Contracts

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