Client On-boarding Funnel - part of Practice View feature

sales-metrics-strategy.pngcustom_extract.pngThis is a snapshot of your client On-boarding process, telling you how many clients are in each stage of the funnel, from newly-added client accounts through to integrating with their cloud accounting software and submitting items. If clients have yet to start submitting their documents, it’s a sign that there’s a gap in your onboarding process.


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