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Each contact record will allow you to add Confidential Notes. This is so often ignored. Confidential Notes allows you to enter in details about the contact and the history that you have had together. This is the place to add personal details about the contact, what they are seeking, and important events in their lives.
This will give you ideas of how to begin the conversation the next time you call. This area is a great place to note down their preferences and needs.
Our business is to help you get the most out of your database. Just consider us as the support structure for all of your digital and traditional marketing found in one easy-to-use toolkit!
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-Tim & Anna, PropertyMinder's Community Managers
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