247
Total Clients
12
Active Projects
5
Pending Review
$42.5K
Revenue (MTD)
Career Success Institute
Admin User
Super Admin
247
Total Clients
12
Active Projects
5
Pending Review
$42.5K
Revenue (MTD)
| Client | Package | Status | Assigned To | Progress | Actions |
|---|---|---|---|---|---|
|
JD
John Doe |
Complete Career | In Progress |
SJ
Sarah J.
|
|
|
|
ML
Maria Lopez |
Resume + Cover Letter | Pending Review |
MK
Mike K.
|
|
|
|
RC
Robert Chen |
LinkedIn Profile | Completed |
SJ
Sarah J.
|
|
|
|
EW
Emily Wilson |
Complete Career | Urgent |
MK
Mike K.
|
|
|
Showing 1-4 of 24 clients
Admin User
All Permissions
Sarah Johnson
12 Active Projects
Mike Kim
8 Active Projects
Jessica Brown
View Only
Alex Davis
Messages Only
Define access levels for different team roles
Manage your CRM configuration, integrations, and preferences
New Client Registration
Get notified when a new client signs up
Project Completion
Alert when a project is marked complete
Document Upload
Notify when clients upload documents
Team Activity
Updates when team members take actions
Payment Received
Alert when payments are processed
Auto-assign New Clients
Automatically assign clients to team members based on workload
Follow-up Reminders
Send automatic reminders for client follow-ups
Document Review Alerts
Notify team when documents need review
Last Backup
Today at 3:00 AM
Our support team is here to assist you with any questions or issues.