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Editing: Robin Titus
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First Name
Last Name
Company
Role / Title
Email
Phone
WhatsApp
Same as phone
LinkedIn URL
Website URL
Social Media 1
Social Media 2
Social Media 3
Location
Contact Type
Select...
Developer
Agent / Broker
Architect
Interior Designer
Investor
Referrer
Supplier
Gatekeeper
Networker
Media
Partner
Other
Source
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LinkedIn
Email List
Event
Referral
Inbound
Website
Existing Network
Manual Research
Other
Priority
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VIP
A - High Value
B - Worth Nurturing
C - Low Priority
Low
Opportunity Type
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KLICK3D
3D Real Estate
R2E Refer to Earn
DIA Report
Investor
Strategic Partner
SIRE Listing
Other
Stage
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Identified
Connection Requested
Connected
First Message Sent
Replied
Warm Conversation
Qualified
Demo Sent
Call Suggested
Call Booked
Proposal Sent
Follow-Up Required
Not Now
Won
Lost
Notes
Contacted; multi-family office; awaiting response
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