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Vision CRM
Vision CRM
PPM Consultants

Vision CRM

Activities

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Free Vision CRM Checklist

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Information

  • Personnel

Client Info

  • Client Name

  • Company

  • Is this a current client? (If no please attach business card)

  • Currently in Vision CRM? (If no please attach business card)

  • Picture of business card

Activity information

  • Subject of activity

  • Date/Time of activity

  • Type of activity

  • Notes

Vision CRM
PPM Consultants

Vision CRM

Activities

Use this Template
The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.

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