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Clients

Differentiate between prospects and clients

It would be useful if BM could differentiate prospects from clients. At the moment, when setting up a prospect, users have to select 'New Client'. If you can have a list of prospects on BM, when you archive them, the prospects appear along with th...
David Martinelli over 2 years ago in Clients 0

Option to create daily frequency for custom services

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Miriam Sackie-Mensah over 3 years ago in Clients 0 Already exists