Diagnostic for prospects | Feature Requests

Diagnostic for prospects

Judah Kosky

Having a separate area for prospects to be able to do the diagnostics for them and collect files for them. This would not include the full function of the close, but could transfer to being a full client.

June 19, 2023

Jaime Frink

Agreed this would be a game changer! We are trying to get away from needing several different softwares to keep track of our prospects and our current clients.

Sabrina Burke

would be a game changer for the engagement process!