Marcus Dell
Everything known about one person on one screen: how they arrived, every touch since, what they receive and why, and the single next action.
Next action
Get back in touch and ask what has changed — but call or write, they said no to email
Derived from stage and onboarding — nobody types this.
Activity timeline
Unsubscribed — still an active referral partner
Tag ·
Stage moved client → past_client
Stage ·
Stage moved qualified → client
Stage ·
Referred by Iverson Financial Group
Form ·