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Show new changes starting from 00:17, 25 August 2019
   

20 August 2019

N    18:52  New Client Call in Checklist‎ (diff | hist) . . (+2,751). . Systimtest (talk | contribs) (Created page with "This checklist is used assist in retrieving all future client information when a new prospective client calls on the telephone. Use this checklist to obtain information from...")
     18:52  Sandbox‎‎ (8 changes | history) . . (+124). . [Systimtest‎ (8×)]
      18:52 (cur | prev) . . (+10). . Systimtest (talk | contribs)
      18:51 (cur | prev) . . (+2). . Systimtest (talk | contribs) (Tag: Visual edit: Switched)
      18:49 (cur | prev) . . (+12). . Systimtest (talk | contribs)
      18:48 (cur | prev) . . (-61). . Systimtest (talk | contribs) (Future Clients and Referrals) (Tag: Visual edit)
      18:48 (cur | prev) . . (-11). . Systimtest (talk | contribs) (New Client Call in Checklist) (Tag: Visual edit)
      18:48 (cur | prev) . . (+9). . Systimtest (talk | contribs) (Tag: Visual edit)
      18:46 (cur | prev) . . (+2). . Systimtest (talk | contribs) (Gather Contact Information) (Tag: Visual edit)
      18:45 (cur | prev) . . (+161). . Systimtest (talk | contribs) (Product Type) (Tag: Visual edit)
N    17:59  Interesting facts‎‎ (2 changes | history) . . (+170). . [Systimtest‎ (2×)]
      17:59 (cur | prev) . . (-21). . Systimtest (talk | contribs) (Tag: Visual edit)
N     17:59 (cur | prev) . . (+191). . Systimtest (talk | contribs) (Created page with "'''Test SimpliFi Page''' Documentation on how to open an account. # First we will need information from the Client # Next we will need to send that information to Schwab <big...")