Open wrongecho opened 5 months ago
Ability to mark a client as active/inactive. A client may be inactive as they have not yet completed onboarding or have offboarded. This would replace the existing partially implemented lead management feature
Active clients:
Inactive clients:
Ability to mark a client as active/inactive. A client may be inactive as they have not yet completed onboarding or have offboarded. This would replace the existing partially implemented lead management feature
Active clients:
Inactive clients: