Client Tracker — Conduit Trades
Team Access Only

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Reporting
Internal

Conduit Trades — Reporting

Client Tracker

Track report send dates, client status, and open items. Click any row to edit. Changes save automatically.

Total Clients
0
Live
0
In Onboarding
0
Reports Due
0
Open Items
0
01 — Active Clients
Client Status Start Date Rate Last Report Next Due Location ID Open Items
02 — Quick Links
← Team Dashboard Report Generator → Report SOP → GHL Agency Account →
© 2026 Conduit Trades LLC — Internal Use Only Client Tracker — v2.0