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Keep office partners and vendors organized

Save business contacts and find them when your team needs them.

  1. Open Partners and add a partner record.

  2. Add the business name, category, contact information, website and relevant notes. Save the record.

  3. Use search and the available filters to find a partner, then open the record to review or edit it.

  4. Archive a record when it should no longer appear in the active list. Review archived records separately if you need their history.

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