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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Sep 16, 2021

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Document communication in prospective clients list

When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
App Type TheraNest App
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  • Cindy Concannon
    Reply
    |     Jun 2, 2023
    Yes, I have very long detailed notes in the prospective client list. It would be great to have a contact log for prospective clients.