Relationships

Who knows whom, every touch, and what was agreed.

11 steps · 7 questions · 3 screens on this shelf

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The screens on this shelf

• Relationship Management Who is connected to whom — parents, employers, referrers, decision makers — and how strongly.
• Interaction History One timeline whatever the channel — calls, emails, meetings, events, payments and portal sign-ins.
• Tasks & Follow-ups What is owed to whom and by when. A task past its due date says so rather than waiting to be noticed.

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