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Prospective Client onboarding

It would be great if there were a place to put "prospective" client info & keep track of where we are in the process. Right now, in order to use the client onboarding task template we created, we have to start a project for a client not yet truly a client of ours. I wish we could start an area for prospectives where we could keep up with info like discovery calls scheduled, in home consultation & notes about their job all within design files.

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  • Ryan Williams

    •

    Oct 21, 2024

    Bumping this because we still REALLY need this!