Client Management
Clients & Leads
Manage the full client lifecycle — from lead to active service delivery.
3
Lead
3
Referral
2
Intake
16
Active Client
0
On Hold
0
Exited
0
Service Ready
ML
Maria Lopez
NDIS: 4315XXXXX0422 333 444
RM
Rachel Moore
NDIS: 4330XXXXX0488 999 000
KB
Kevin Brown
0477 888 999
TW
Tanya Williams
NDIS: 4325XXXXX0466 777 888
DP
Daniel Park
0455 666 777
SR
Sophie Roberts
NDIS: 4320XXXXX0444 555 666
AK
Ahmed Khan
NDIS: 4318XXXXX0433 444 555
ML
Maria Lopez
NDIS: 4315XXXXX0422 333 444
JT
James Thompson
NDIS: 4312XXXXX0411 222 333
DP
Daniel Park
0455 666 777
JT
James Thompson
NDIS: 4312XXXXX0411 222 333
SR
Sophie Roberts
NDIS: 4320XXXXX0444 555 666
AK
Ahmed Khan
NDIS: 4318XXXXX0433 444 555
TW
Tanya Williams
NDIS: 4325XXXXX0466 777 888
KB
Kevin Brown
0477 888 999
RM
Rachel Moore
NDIS: 4330XXXXX0488 999 000
JT
James Thompson
NDIS: 4312XXXXX0411 222 333
RM
Rachel Moore
NDIS: 4330XXXXX0488 999 000
KB
Kevin Brown
0477 888 999
TW
Tanya Williams
NDIS: 4325XXXXX0466 777 888
DP
Daniel Park
0455 666 777
SR
Sophie Roberts
NDIS: 4320XXXXX0444 555 666
AK
Ahmed Khan
NDIS: 4318XXXXX0433 444 555
ML
Maria Lopez
NDIS: 4315XXXXX0422 333 444
Showing 24 of 24 total clients/leads