as your filter library grows, it helps to clean up. rename anything that's gotten vague; delete the ones you stopped using.
the views dropdown lists every saved view with rename and delete icons next to each.
rename in place. delete pops a confirm. neither touches the underlying clients — only the saved filter combo.
we respond to every message within 24 hours.
create a client record manually, or import a csv from your old system.
when a lead is ready, one click moves them to dragonfly with their history intact.
use tags to group clients for filtering, reporting, and targeted outreach.