Overview
Where the database stands today: how many contacts, which ecosystem they belong to, how they arrived, and the last thing each of them did.
Who belongs to which side of the business
- Mrs. Brand Advisor only7
- Both4
- Get In the Room™ only7
Contacts by stage
- Lead3
- Engaged7
- Qualified3
- Client3
- Past client2
Contacts by source
- Diagnostic1
- Contact form2
- Newsletter2
- Event8
- Referral5
Every touch, newest first
Started the opportunity diagnostic
Priya Raman · 9 days ago
Completed diagnostic — Scattered Reach
Priya Raman · 9 days ago
Queued: Diagnostic Follow-Up, step 1
Priya Raman · 9 days ago
Stage moved engaged → qualified
Marisol Vega · 12 days ago
Introduced by Lena Marchetti
Hollis Grant · 18 days ago
Stage moved lead → engaged
Karen Whitfield · 20 days ago
Joined the list via Stay Connected
Nadia Prescott · 23 days ago
Submitted "Tell Me About Your Business"
Karen Whitfield · 27 days ago
Stage moved lead → engaged
Adaeze Nwosu · 30 days ago
Stage moved engaged → qualified
Camille Reyes · 1 months ago
Stage moved lead → engaged
Marisol Vega · 1 months ago
Unsubscribed — prefers text, stays in the directory
Sabrina Kohl · 1 months ago
Opened the opportunity diagnostic from a Get In the Room™ email
Camille Reyes · 1 months ago
Completed diagnostic — Connected but Invisible
Camille Reyes · 1 months ago
Ecosystem added: Mrs. Brand Advisor
Camille Reyes · 1 months ago
Enrolled in Diagnostic Follow-Up
Camille Reyes · 1 months ago