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DMC

PARTNERS

Call List

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DMC

PARTNERS

Call List View only

Name	Firm	Sector	Subsector	Client	Status	Status Notes	Client Notes	Mobile	Email	Next Steps	Next Step Date

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Firm

Sector

Subsector

Client

Status

Mobile

Email

Status Notes

Client Notes

Next Steps

Next Step Date

Settings

Status Options

Customize the status dropdown values. Changes sync to everyone.

Client Options

Customize the client dropdown values.

Sector Options

Customize the sector list and the row-tint color used for each.

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