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Category Archives: Prospects
How to Use Time Matters to Track and Manage New Business in Estates and Elder Law
The advantage of tracking new business in a program like Time Matters is the convenience of entering data in one central program, capturing and organizing information needed for reports, as a natural by-product of other standard activity. Essentially, the key … Continue reading
Posted in linkedin, Managing Relationships, Marketing, Prospects, Referral Sources, Time Matters
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