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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Rejected
Feature Request
Client Portal
Over 2 years ago

James Brown
Get notified by email when there are changes.
Rejected
Feature Request
Client Portal
Over 2 years ago

James Brown
Get notified by email when there are changes.