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Getting Started · Video 4 of 5

Add Your First Client

Create a client record, and see the difference between a client, a prospect and a lead.

3:00

What this video covers

Create a client record, and see the difference between a client, a prospect and a lead.

The written steps for this video are being prepared.

The video is the quickest way through it. If you would rather read, the guides cover the same ground in more depth.

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