Client portal

Your customer opportunities, in one place.

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Accounts are provided by R24. Contact your R24 administrator if you need access or a password reset.

Company workspace

Follow-up dates use the company timezone (Arizona time if unset). Closed leads are excluded from Due today and Overdue. Counts reflect saved leads and staff updates. Calls without a saved lead, revenue, and automated follow-ups are not included.

Company setup

Customer opportunities

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