# Mentor Alliance Business Coach Kit – Client Activity

## **Mentor Alliance Business Coach Kit – Client Activity**

**[![Screenshot 2026-09-25 151127.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-25-151127.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-151127.png)**

The **Client Activity** screen allows coaches to monitor client onboarding, track CRM leads, and keep tabs on active program progress across assigned coaching plans.

#### **Activity Category Tabs**

<div _ngcontent-ng-c3185490522="" class="container" id="bkmrk-active-customers%3A-di"><div _ngcontent-ng-c2618467168="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Active Customers**: Displays clients who are currently enrolled and tracking progress through an assigned coaching plan.
- **CRM Leads**: Tracks prospective clients and leads currently in the onboarding pipeline.

</div></div>#### **Active Customers View &amp; Controls**

<div _ngcontent-ng-c3185490522="" class="container" id="bkmrk-search-bar%3A-input-fi"><div _ngcontent-ng-c2618467168="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Search Bar**: Input field to search and filter active customers by name or keyword.
- **Rows Per Page Selector**: Dropdown menu to adjust the number of visible customer rows per page.
- **Pagination Controls**: Page navigation controls to cycle through larger lists of active clients.

</div></div>### **Customer Progress Table &amp; Actions**

#### **Table Columns**

<div _ngcontent-ng-c3185490522="" class="container" id="bkmrk-customer%3A-displays-c"><div _ngcontent-ng-c2618467168="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Customer**: Displays customer name and registered email address.
- **Assigned Plan**: The specific coaching plan or framework assigned to the client.
- **Overall Progress**: Visual progress bar accompanied by a percentage indicator showing completion level.
- **Last Status**: Status badge indicating active state or milestone completion status.

</div></div>#### **Row Action Menu (...)**

<div _ngcontent-ng-c3185490522="" class="container" id="bkmrk-go-to-workspace%3A-dir"><div _ngcontent-ng-c2618467168="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk-go-to-workspace%3A-dir-1" inline-copy-host="">- **Go to Workspace**: Direct shortcut to open and inspect the client's dedicated workspace.
- **Revert Assignment**: Option to unassign or roll back the current coaching plan from the client's profile.

</div></div>