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Share Potential Client Lead Tracking (updated)

Shared by Assured Bookkeeping Plus LLC
Stephanie Ramirez
"For Potential Client before they are actual "clients" in your systems - QBO or any other system. This will avoid your duplicates and allow for all your lead tracking in one place before they are in client status."
This template includes
  • 11 tasks
  • 29 sub tasks
  • 2 task dependencies
  • 1 section
  • 2 assignee roles
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