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John Mahoney

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  1. Maintain current contact in follow up tasks

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    1 comment  ·  Nimble » Activities  ·  Admin →
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    John Mahoney commented  · 

    85-90% of the time I am working with a client/prospect when I complete a task I will add a follow-up of some kind for that client. To not have the same client/prospect as the default is a waste of time and not a good workflow (for me).

    John Mahoney supported this idea  · 

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