Leads: inception
Kate Yoo
Ability to work with potential clients (leads) in TaxDome
* Clearer interface; separate leads from active accounts
* Communicate with leads via email and store communications & attachments automatically with email sync
* Turn leads into accounts in one click when ready
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J
Jamie Gruol
Hi Kate - can you confirm was this actually built out? Is there documentation anywhere about it? I am not seeing anything. Thank you in advance!
Kate Yoo
closed
We've decided to not work on it in H1 of 2023
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Kate Yoo
closed
It was decided to not proceed with this functionality yet
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Alissa K. M. Hollinger
Will it be available to work with leads/prospects without them having to be invited to the portal?
Kate Yoo
Alissa K. M. Hollinger: Yes, this is one of the main aspects of this feature!
Kate Yoo
in progress