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Clients Subtab 8

• Client Dashboard Overview
• Adding a Client and editing a Client
• The Client Opportunity/Client Lead/Estimated Budget/Expected close date
• Adding an additional contact to a Client Profile
• Client Overview tab

View all 8

Closed Clients 1

• Closed Clients Subtab

My Follow Up 2

• Adding a Follow-Up
• Client Follow-Up Reporting Tab

Show Home Portal 1

• The Show Home Portal