By focusing on the best leads at the right time, lets you convert prospects into customers without hassle. This is in addition to managing existing clients, and keeping them engaged.

What's more, you can achieve all this in a single window.

  1. You can create a client and set the stage to 'Prospect'.

2. You can send emails and relevant documents from your communication window.

3. When you're ready, create contracts by navigating to the 'Contracts' section.

πŸ“ Note:
Once a contract is created a prospect is by default converted into a client.

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