How to manage and organize client lists and client notes | vcita
https://www.vcita.com/blog/manage-clients/how-to-manage-and-organize-client-lists-and-client-notes
What Is A Client List and What Data Does It contain?What Are Client Notes and What Are They Used for?How Do I Manage Client Lists and Notes Efficiently?Can You Automate Customer Relationship Management?Let’s start with a textbook definition – a client list is a roster of organizations and individuals to whom your small business provides services, goods, or both. In other words, it’s a collection of records of all clients you do business with. A client is usually added to this list as soon as they have purchased something from you. …See more on vcita.comExplore further15 Tools To Help You
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