Freshbooks clients vs potential clients

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Description of issue

When sending an estimate to a potential client Freshbooks forces you to make a new client, despite the fact that a client is not a client until they have accepted an estimate. So then if they choose not to become a client you have to go back and remove them from the list of clients. Otherwise you end up with a list - mixing real clients and tire kickers.


Link: https://www.freshbooks.com

Issues found:

Action

  • Freedom
  • Flexibility

Resolution:

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