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People
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AV
Alicia Vance
(816) 555-0176
avance@example.com
Brookside
69d quiet
Past the 5-day mark
Add to the timeline
— saved with whichever button you press
Talked
Texted
Emailed
Met in person
No answer
Just a note
⌘/Ctrl + Enter logs a conversation. "Just a note" and "No answer" record without resetting the follow-up clock.
Timeline
Sunday, Aug 2nd 2026
Call
6:34pm
remove
Walked her through the inspection timeline. Calmed her down.
Stage
New · 7d
Hot · 3d
Active client · 7d
Under contract · 5d
Warm · 14d
Past client · 90d
Sphere · 110d
Nurture
Archived
Save
Changing this changes how often they surface, and gets written into the timeline.
Edit details
First name
Last name
Phone
Email
City
Source
Birthday
Home anniversary
What you know
Under contract on Maple St. Inspection objection deadline coming. Nervous first-time buyer.
Save changes
A wrong digit from a photo gets fixed here. Phone can be typed any way — it gets normalised.
Facts
Source
referral
Last reached
Aug 2nd '26
Last attempt
Aug 2nd '26
Total touches
1
Birthday
Jun 24th
Home anniversary
—
In database since
Jun 1st '26
What you know
Under contract on Maple St. Inspection objection deadline coming. Nervous first-time buyer.
Open tasks
Call Alicia Vance
Aug 10