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Editing: Tracey Forbes-Taylor
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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
Select...
LinkedIn
Email List
Event
Referral
Inbound
Website
Existing Network
Manual Research
Other
Priority
Select...
VIP
A - High Value
B - Worth Nurturing
C - Low Priority
Low
Opportunity Type
Select...
KLICK3D
3D Real Estate
R2E Refer to Earn
DIA Report
Investor
Strategic Partner
SIRE Listing
Other
Stage
Select...
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
UK SME House Builders 1 - Following 07/06/26 - Possible New Job - - Connection Requested 10/06/26
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