The Potential Clients section is the place where you can track every potential client, from that first enquiry through to hopefully converting the client.

Log the details in the software when you first receive an enquiry, allocate the staff member dealing with the enquiry, and track the progress in bringing the client onboard. ​

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Included is a 'create a quote system' where you can add your firm's logo and create a professional PDF quote to email to the potential client.