Dashboard - DIA Synapse
Version 1.3.1
Add / View Contacts | Today’s Follow-Ups | Overdue Follow-Ups | Import New Contacts CSV | Update Existing Contacts CSV | Projects & Deals | Add Project / Deal | Export CSV Backup
| Contact | Company | Priority | Opportunity | Stage | Created | Actions |
|---|---|---|---|---|---|---|
| Jamie Cooke | GVNR | Warm Conversation | 2026-10-11 02:43:38 | View Edit Add Interaction | ||
| Andrew Needham | GVNR | Warm Conversation | 2026-10-11 02:40:17 | View Edit Add Interaction | ||
| Cynan Rhodes | GVNR | Warm Conversation | 2026-10-11 02:35:10 | View Edit Add Interaction | ||
| Benjamin Whitby | GVNR | Warm Conversation | 2026-10-11 02:31:43 | View Edit Add Interaction | ||
|
Nicola Barbiero
contact@sfomanagement.com |
Family Office | 2026-10-11 02:13:12 | View Edit Add Interaction |
| Date | Contact | Company | Type | Summary | Next Action | Follow-Up Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| 2026-10-20 |
Nicola Barbiero
Priority: |
Family Office |
Login details: https://familywealthdemo.netlify.app/ U: Carl PW: inFRs135?dfdRGt!2 |
2026-10-23 | Open | View Contact Add Interaction | ||
| 2026-10-13 |
Julian Algar
Priority: VIP |
Classic Riviera | Note | Interaction about the Shangrila Studio on WhatsApp | Finalise the Web page, 3D & Posts | 2026-10-16 | Open | View Contact Add Interaction |
| 2026-10-11 |
Nicola Barbiero
Priority: |
Family Office | Sent email | If appropriate offer a collaboration deal on the software in return for becoming part of his Family office network - meet for a drink to assess his network. | 2026-10-14 | Open | View Contact Add Interaction | |
| 2026-10-11 |
Victoria D’Hondt
Priority: A |
Note | WhatsApp Messaging after the event in Blue Gin | Ask if she uses Paypal t pay me the €150 she offered, also see if we can work together on her next event. | 2026-10-15 | Open | View Contact Add Interaction | |
| 2026-10-05 |
Debbie Gorski
Priority: VIP |
Sent an email about WDYWTA Monaco Events & to Pascale | Wait for reaction. | 2026-10-12 | Open | View Contact Add Interaction |