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Diamond CRM
Referral & contact network
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Dashboard
Overview & follow-ups
Contacts ·
Companies & Organizations
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Dashboard
What needs your attention right now
Birthdays & anniversaries this week
Open follow-ups
Active opportunities
Needs a follow-up
Recent activity
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How this connection formed
Follow-ups
Notes
Interactions
Opportunities
Network
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+ Add note
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+ Log interaction
Call
Meeting
Coffee
Email
Event
Other
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+ Add opportunity
CAD
USD
Open
In progress
Won
Lost
Date opened
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New opportunities
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Photo
Phone numbers
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Birthday
Anniversary
Introduced by (optional — pick one)
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