Your feedback: "I'd like for clients to be added automatically based on who I interact with"

What we've done: You can now view client suggestions and set up automations to have them automatically added every week.

Client suggestions are based on external contacts that your team has interacted with but aren't added as clients.

You can now also prevent certain contacts from being added as a client, if you'd like to ensure that they are not added automatically or manually.

To view suggested clients and set up automations, head to Settings > Clients.