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GETTING THINGS DONE - Commented Book

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Using Project Management Software to Manage Clients

You don't want to use support materials as your primary reminders of what to do. Many people who interact with current and prospective clients have attempted to use client folders, c r m software to manage the account. Some material is just facts or historical data that needs to be stored as background for when you might be able to use it. The latter can be more effectively organized within your action lists system.

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