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Potenial Client Lead Tracking (updated)

Shared by Assured Bookkeeping Plus LLC
Stephanie Ramirez
"This is a updated and more detailed project for tracking your potential leads. You will add this project into the actual firms "client" account in FC. After they sign and become a client, then they will move to an actual client in FC. This approach will keep all the leads together and not create duplicate clients in FC once they are truly a client."
This template includes
  • 11 tasks
  • 25 sub tasks
  • 2 task dependencies
  • 9 task descriptions
  • 1 section
  • 2 assignee roles
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