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Categories Clients
Created by David Martinelli
Created on Feb 19, 2024

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 the archived clients. It would be good to be able to separate both

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