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Instructions: Place several copies of this form on a clipboard leaving it easily accessible throughout the workday. Each time you initiate or receive communication relative to a job or project, write it down. This worksheet is a useful tool for tracking communications relating to sales and/or research projects and may also serve as a source document for data entry into a contact management system.
*Action Codes:   M - Mail Info.   F - Fax Info.   E - Email Info.   C - Call Again   Other:   __ - _______________

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