Prospect Management
  • 30 May 2025
  • 1 Minute to read
  • PDF

Prospect Management

  • PDF

Article summary

Learn how to use Joblogic’s Prospect Management feature to track, quote, and convert potential customers without mixing them into your live client data. This video guide shows you how to add, manage, and covert prospects to active customers in addition to running dedicated prospect reports — all within the Joblogic system.

See our user guide on this here.


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