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Create entries of your clients' contact information as well
as view an abbreviated list of your clients and prospects. The quick reference
tool allows for fast access to client information in an alphabetized format.
Add notes to each contact such as meeting times, clients' birthdays, or other
important information. |
- Create new contacts
- View all of the contacts in an abbreviated list
- Use the quick reference tool for faster access
- Add important notes to each client
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