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old versions show easy view of pertinent info
I am making a recommendation when power calling we need a summary of info when we are talking to the client.
As is below when we are prospecting I have to hit the down arrow to see the clients summary details.
Broker BRE #00908453
You can set up your Favorite Fields in the contact record. That way, you no longer need to click to view information. You only need to set it up for 1 contact and it will apply it to all your contacts. I added a link below to show how to set up your favorite fields.
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