Past clients — 90+ days
+ New ListYour referral engine. Neglect is expensive here.
What puts someone on this list
p.stage = 'past_client' AND (p.last_contacted_at IS NULL OR p.last_contacted_at < UTC_TIMESTAMP() - INTERVAL 90 DAY)Nobody is added or removed by hand. The list re-runs on every page load, so logging a conversation drops that person off it immediately.
| Name | Stage | Last reached | Last attempt | Attempts | Quiet | Log an action ↓ |
|---|---|---|---|---|---|---|
|
DR
Dana Ruiz
(816) 555-0163
|
past client | Apr 12th '26 | Apr 12th '26 | 1 | 181d | |
|
HD
Hank Delgado
(816) 555-0197
|
past client | Jun 26th '26 | Jun 26th '26 | 1 | 106d |