PPM Consultants

Vision CRM

Activities

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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

PPM Consultants

Vision CRM

Activities

Use this Template

Print as PDF

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