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Experts Corner
 Learning    PDA Tips    Right on Referrals 

Right on Referrals
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Productivity Secrets of The PDA Pro
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PDA Tip

Use the Task application to keep track of follow up action necessary for referrals. Create a category for referrals. Then, make a note of any tips, leads or referrals. Indicate the source of the referral. Then, take action on the date assigned. Contact management applications such as ACT have more extensive tracking for such items.

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