Potential new clients only, not existing-client expansion — one list across all three entities (CJ Financial, PMB, Regional Services). Manual entry, as you come across them.
| Name | Entity | Status | Next follow-up | Source |
|---|
At least one of email or phone is required.
Notes accumulate as a running history — each "Add note" appends a dated entry. The full text is still editable directly if you need to correct something.
Creates a real client record (name only) — everything else (accounting platform, entity type, ACN/ABN, etc.) is filled in afterward via the normal client edit page, same as any other new client.