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Prospect Overview

Prospect Overview


Accessing the Prospect Overview

  • Select 'Prospect Bank' under the 'Prospects' tab within the main navigation bar.
  • Select 'View 'for the selected prospect file.
  • Prospects can be used for storing individuals that have not been qualified, for example pre-first appointment. Once you are satisfied you have established a client relationship with the individual, you can convert the prospect to a client using the 'Convert' button.

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