It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.
David Martinelli
Feb 19, 2024
In addition to this, it would be useful if archived prospects could be distinguished from archived clients. As of now, archived clients and archived prospects all come in one single 'No longer a client' list.
In addition to this, it would be useful if archived prospects could be distinguished from archived clients. As of now, archived clients and archived prospects all come in one single 'No longer a client' list.