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CLIENTS & PROSPECTS LIST NAVIGATION
To add new prospects or Go to CRM > clients & prospects list toview existing clients and prospects in relation to , access their new business activity, go to CRM > clients & prospects listactivities and pipelines, and create new prospects.
Here, the main grid displays a list ofexisting clients and prospects according to your filter settings and grid column and grouping selections. From here you can create new prospects, add new CRM activities and show/hide the prospect card.
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