Communication Log
*
New Client
Website Notes
Onboarding Scheduled
Onboarding Notes
Site Design Scheduled
Site Design Notes
Website Development
Website Complete
Facebook Call
Pay Per Click Ad's
Facebook Ads
Facebook Posts
Sent Live
Client LIVE
Coaching Call Scheduled
Coaching Call Notes
Escalation
Appointment Scheduled
IDX Paperwork
Follow Up Call
Follow Up Email
Follow Up Text
Other
Full Name
*
First Name
Last Name
E-mail
*
Use email on file with Accrued Markets
Call Notes
*
Reps Name
*
Rachel
Matt
Michael
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