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Referrals

New Member
Posts: 3
Country: United States

Referrals

Our small office needs to keep up with referrals (potential clients referred to our practice along with business alliances we send referrals to).  We will compile a report on these incoming and outgoing referrals from time to time.

 

FYI, we have 2008 Act, Version 10.  Thanks, in advance, for your tips and tricks!