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Business Contact Note Crossword Puzzle

Across
How to search for a business; enter this.
How to find the client; magnifying glass
Subject line information when the client puts in an application
What to do if a business isn't in GTrak
Next step after entering data into tabs/sections.
To add a client to a business.
Not view, but...
Calling the business to see if they have questions; subject line in GTrak
Down
What we need to do more of and do it better.
Do you enter a contact date if the exploration didn't take place?
Not client employment but .....
Header for Businesses in GTrak
The date the client was placed, terminated, or did exploration.
Choosing the correct client