{"id":62295,"date":"2024-02-23T12:56:37","date_gmt":"2024-02-23T12:56:37","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=62295"},"modified":"2024-07-02T09:44:21","modified_gmt":"2024-07-02T08:44:21","slug":"making-a-prospect-file-live-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/priority-status-2-2-2-2-2\/","title":{"rendered":"Making a Prospect File Live (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to convert a prospect file into a live file<\/h2>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Options on a Prospect File Vs a Live File<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"292\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/02\/image-44-1024x292.png\" alt=\"\" class=\"wp-image-62296\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/02\/image-44-1024x292.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/02\/image-44-300x85.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/02\/image-44-768x219.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/02\/image-44-1536x438.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/02\/image-44.png 1871w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Across the taskbar you have the option to Go Live and Write Off Time.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Converting from Prospect to Live File<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In order to make the prospect file live, you simply need to decide if you are going to write off any time associated with the file or bring it through to the live file. Tick the Write off Time Box if needed and then select &#8220;go live&#8221; This will confirm if you wish to make the file live and convert in Osprey. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to convert a prospect file into a live file Options on a Prospect File Vs a Live File Across the taskbar you have the option to Go Live and Write Off Time. Converting from Prospect to Live File In order to make the prospect file live, you simply need [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"template":"","categories":[196],"tags":[],"class_list":["post-62295","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-client-matters-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Making a Prospect File Live (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"A step by step guide showing how to make a prospect file into a live file\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/priority-status-2-2-2-2-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Making a Prospect File Live (App) - Osprey Approach Customer Support &amp; 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