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Advisor Basics
 My Customers
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 My Customers
In the lower-right corner of your My Account dashboard, you’ll find a link to the My Customers page. This page provides you with detailed, sortable information about all your customers. You can group your customers into lists such as “Best Customers” or “Newbies,” email individual customers or lists of customers with greetings; news about your availability or special offers; review lots of specific data about your call history with each customer; and so on.

Learn more about My Customers here.

 
 

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