Friday, August 23, 2019

Why not have everyone as "A" Clients?

The Dead Files….scan everything and store it electronically in the CRM, and then archive any paper versions. Just in case. D – Dead Files. These are ex-clients who have cancelled all business with you ...

from crm - BingNews https://ift.tt/2zm9JIU
August 23, 2019 at 07:31PM

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