Clients / Prospects Lost report

Alerts and notices

The Clients/Prospects Lost report is a Client Management report that provides a list of clients or prospects that have been "lost" by your firm. This report enables you to track the reasons clients leave and the competitors (such as other firms or applications) they go to instead, so you can explore ways to retain existing clients and turn prospects into clients.

Note: This report is available only if your firm is licensed for the Client Management module.

To view and print the Clients/Prospects Lost report, choose File > Print Reports. In the Print Reports screen, click Clients/Prospects Lost in the available reports pane and click the Select button.

This report includes the following information:

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