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- Can I send a questionnaire to a client after I send an engagement letter? - Not all at the same time.
Can I send a questionnaire to a client after I send an engagement letter? - Not all at the same time.
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JoanneS
Level 1
02-19-2022
09:13 AM
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I sent the letter. When I went back to send the questionnaire, the client's name is greyed out. How can I get around this?
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