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Ideas Hub: Client lists and profiles

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Business details and settings 91 ideas
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Delete Old Clients

Delete clients that no longer live in your state/expressed they no longer want your services to ensure you are only reaching out to real customers

5 votes

Becky Melamed shared this idea · Feb 6, 2026 · Report… · Admin →

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Alicia Spencer commented · March 12, 2026 11:38 AM · Report

This would be helpful to remove deceased clients as well.

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