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Getting your Prospects into DataTrak

By: Bill Murray Sr. VP of Software Development- ABC Financial Based on ABC’s valued client feedback, you can now get your prospects into DataTrak easily by using the “Prospect Waiver” feature.  Clubs have been asking for an iPad/tablet solution for prospecting and now, ABC offers it! You can present the Prospect Waiver with terms and conditions,… Continue reading Getting your Prospects into DataTrak