Brett L Malofsky posted 7 months ago in General
ArchivingDo referrals, 121s, etc. auto-archive at all? I ask because a different software that we are using now archives referrals and 121s very quickly. We do not even have the opportunity to enter whether the referral was a success, how much money was earned, whether the 121 was successful, etc. I would prefer that they don't auto-archive.
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