Ambassador Ann | May 2, 2012

When the sales team complained that many of the people on the Illinois list no longer worked at the firm Jeff took immediate action.  Doing is usual working through late in the night he came up with a solution that the sales team can easily search the person in the firm and see if they still work there.

The goal is to save time and only focus on the right people.  What was so great about it in true Jeff fashion he sent a email with screen shots diagraming exactly how to use this feature in the CRM.  Hope this goes a long way!

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