Prospects

Everyone Max Life is building a relationship with.

ProspectContactWorkshopTrainerStageNext Action
Michael Johnson
(555) 0101-1007
michael.johnson@examplemail.com
Saturday · 2026-08-30UnassignedAwaiting TrainerAssign a trainer
Ashley Williams
(555) 0102-1014
ashley.williams@examplemail.com
Saturday · 2026-08-30UnassignedAwaiting TrainerAssign a trainer
David Carter
(555) 0103-1021
david.carter@examplemail.com
Thursday · 2026-08-28Jennifer Williams1-on-1Hold the 1-on-1 meeting
Angela Brooks
(555) 0104-1028
angela.brooks@examplemail.com
Saturday · 2026-08-23Jennifer WilliamsClient / SaleWelcome and onboard
Marcus Reed
(555) 0105-1035
marcus.reed@examplemail.com
Saturday · 2026-08-23Marcus ThompsonFollow-UpFollow up on schedule
Nicole Thompson
(555) 0106-1042
nicole.thompson@examplemail.com
Thursday · 2026-08-28Jennifer WilliamsNeeds AnalysisComplete the needs analysis
Robert Davis
(555) 0107-1049
robert.davis@examplemail.com
Saturday · 2026-08-30UnassignedSurveyCollect survey card
Jessica Martinez
(555) 0108-1056
jessica.martinez@examplemail.com
Saturday · 2026-08-30UnassignedAwaiting TrainerAssign a trainer
Anthony Wilson
(555) 0109-1063
anthony.wilson@examplemail.com
Thursday · 2026-08-28UnassignedFree EducationInvite to complete the survey
Lauren Harris
(555) 0110-1070
lauren.harris@examplemail.com
Saturday · 2026-08-30Sarah Davis1-on-1Hold the 1-on-1 meeting
Christopher Moore
(555) 0111-1077
christopher.moore@examplemail.com
Saturday · 2026-08-23Sarah DavisClient / SaleWelcome and onboard
Rachel Anderson
(555) 0112-1084
rachel.anderson@examplemail.com
Thursday · 2026-08-28Marcus ThompsonNeeds AnalysisComplete the needs analysis
Brandon Thomas
(555) 0113-1091
brandon.thomas@examplemail.com
Saturday · 2026-08-30UnassignedWorkshopConfirm workshop attendance
Michelle Jackson
(555) 0114-1098
michelle.jackson@examplemail.com
Saturday · 2026-08-23Jennifer WilliamsFollow-UpFollow up on schedule
Kevin White
(555) 0115-1105
kevin.white@examplemail.com
Thursday · 2026-08-28UnassignedAwaiting TrainerAssign a trainer
Danielle Lewis
(555) 0116-1112
danielle.lewis@examplemail.com
Saturday · 2026-08-30David Rodriguez1-on-1Hold the 1-on-1 meeting
Eric Walker
(555) 0117-1119
eric.walker@examplemail.com
Saturday · 2026-08-23Marcus ThompsonClient / SaleWelcome and onboard
Stephanie Hall
(555) 0118-1126
stephanie.hall@examplemail.com
Thursday · 2026-08-28UnassignedSurveyCollect survey card
Jason Young
(555) 0119-1133
jason.young@examplemail.com
Saturday · 2026-08-30UnassignedAwaiting TrainerAssign a trainer
Amanda King
(555) 0120-1140
amanda.king@examplemail.com
Saturday · 2026-08-23Sarah DavisFollow-UpFollow up on schedule
Tiffany Scott
(555) 0121-1147
tiffany.scott@examplemail.com
Thursday · 2026-08-28David RodriguezNeeds AnalysisComplete the needs analysis
Andre Bennett
(555) 0122-1154
andre.bennett@examplemail.com
Saturday · 2026-08-30UnassignedFree EducationInvite to complete the survey