Add Prospects

You can add a prospect here in the client section or by using the Quick Add Function while writing a proposal in the Deals section.

We have kept things simple, so only the name and email are required. Once your prospect has accepted the first proposal, they will be asked to fill out their profile.

Deleting prospect or client records

Note: We will not delete clients from your accounting software. We will only remove client records from Accziom. Any client with open contracts can't be deleted.