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Merchant(atleast 3 letters)
Agent(atleast 3 letters)
Lead Basic Information
Merchant Legal Name
DBA
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Notes
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Date
Action
Meet her at Emily’s
07/06/2023 02:48 AM
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Document
Date
Action
07/06/2023 02:48 AM
Title
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On Time
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Notes
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Title
Due Date
Time
Reminder
Notes
Action
Call her in the winter
11/01/2023
09:00 AM
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Call Donna
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