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Hi, I sell Medicare plans and life insurance. I am very small, but really need a very inexpensive way of tracking customers and commissions. Not educated with Excel. Any thoughts?
Try Radius Bob..............................................
Lol, it was early in the morning and I couldn't think of the word clients. Yes short would be bad
Thanks, I will look into program or just use index cards.
His name's not Bob, it's Sirk.
I am a her actually lol