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User Tips
A quarterly feature from WON Systems geared towards enabling users to make full use of their Agency Business Software Solution.



August 2006

Account Management - Quick Start Cheat Sheet

1) Key Steps for Opening Dockets:

Key Steps for Opening Dockets
2) Key Steps for Maintaining Dockets:

Key Steps for Maintaining Dockets
3) Key Reports for Maintaining & Evaluating Dockets:

Key Reports for Maintaining and Evaluating Dockets

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