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Financial advisor
Copperleaf Financial Planning
Legal and professionalCustomer serviceAgentsGoverned columnsAgents in your data
Marcus Feld runs Copperleaf Financial Planning in Madison, and he uses this so an assistant reads each household's goals and gets him ready for every client review without him rereading a file.
What it makes
- 3 tables
- 6 views
- 1 form
- 2 sets of dimensions
- 1 digest
- 2 row actions
- 1 notification
- 1 agent