Martilyo
New Member
Hello,
I am curious how a commission based producer keeps track of their customers. Do most CRM allow the ability to "tag" a client record with the producers name? I want to be able to keep track of the clients I write. Any ideas or suggestions? Thanks.
I am curious how a commission based producer keeps track of their customers. Do most CRM allow the ability to "tag" a client record with the producers name? I want to be able to keep track of the clients I write. Any ideas or suggestions? Thanks.