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How to Flag an Account as "Prospective"

Account Management

How to Flag an Account as "Prospective"

Vinosmith allows you to mark an account as a Prospective account.

Last updated on 20 Mar, 2026

To mark an Account as a Prospective Account

  • Click on the Accounts tab

  • Select the Account you'd like to flag as "Prospective."

  • Click on Edit Account

  • Scroll to the General section, and check the box next to Prospective?

  • Click Save

 

 

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