You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
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:
Are shown everywhere by default
Cannot be deleted
Inactive clients:
Are hidden from the main page & reports
Can be deleted
Cannot login to the portal
The text was updated successfully, but these errors were encountered:
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:
The text was updated successfully, but these errors were encountered: