Existing Clients — Action Needed
1 Referral ask · cross-sell · FIA qualification — NOT cold SMS
Kim Page
WARM_CLIENT
· Noney · WARM_CLIENT
Phone:
+18015181801
Last contact: 2026-08-24
[2026-08-12] FIA_FLAG: Mentioned retirement/rollover assets
Open Client
Cold Leads — Ready to Close
0No cold leads in the ready-to-close queue yet.
Leads move here when their stage is set to READY_TO_CLOSE.