Introducer Leads through the Portal

With Introducers, I love they can have access to a portal so we can communicate through Plannr, but it would be good if they can use that to add a lead, that we can then convert to a client if it comes to anything.

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Client Portal

Date

About 3 years ago

Author

James Brown

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