Overview
Per-client home with header search: meetings, potential meetings (tile drills into the list), info requests, emails, calls, contacts, conversion, goals, trends, pipeline, clickable campaign/meeting rows, and the activity timeline.
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Per-client home with header search: meetings, potential meetings (tile drills into the list), info requests, emails, calls, contacts, conversion, goals, trends, pipeline, clickable campaign/meeting rows, and the activity timeline.
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