Madelisa Control Description
The advisor can manage his client portfolio (Registration of
Clients, Location and information about them).
The advisor reports all his activity during his work day.
(Visits, Lunch, Office, Bank)
The advisor can edit his client client list
Clients, Location and information about them).
The advisor reports all his activity during his work day.
(Visits, Lunch, Office, Bank)
The advisor can edit his client client list
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