List resources for referring clients to other professionals
I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particular client.
7
votes
Linda Charlaff
shared this idea
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Sara Arce
commented
I would suggest creating a custom form that you can fill in more than once. This is what I do. I also use the contact log.