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Updated over 5 years ago on . Most recent reply

User Stats

8
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1
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Jeff Spiker
1
Votes |
8
Posts

Free CRM tips or tricks

Jeff Spiker
Posted

I'm just getting started and quickly realize that I have too many things going on at the same time.  Does anyone have any tips for managing leads with MS Outlook, excel or Trello?  I love Trello but find that it doesn't give me daily reminders on what to do on what days.  Any suggestions are appreciated. 

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