Financial Cents Logo

Share Lead Tracking "name of client" (Sits under firm)

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
  • 12 tasks
  • 26 sub tasks
  • 2 task dependencies
  • 2 sections
  • 2 assignee roles
use this template

After logging in, would you like to include the following from this template?

 Sign up