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New Prospect

New Prospect

Owned by Adam Evans
Jun 13, 2017

Creating a New Prospect

  • Click 'New Prospect' under the Prospect tab

Prospect Overview

  • Click 'Prospect Bank' under the Prospects tab within the main navigation bar.
  • Click 'View' for the desired prospect file.

Note

Please refer to 'Convert Prospect to client' user guide for more details

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