Monthly Non-Project Tasks for Leads & Clients

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About this template

This is a simple task list for open ended items for clients and leads that aren't specific to a project, such as returning a phone call, or researching a question.

Work type: Other

Location: United States

Client industry: Financial Services

Version: 1 (Latest)

This template includes

3 tasks

	Team Tasks
	Task 1 for Client/Lead	Preparer
	Task 2 for Client/Lead	Preparer
	Tsak 3 for Client/Lead	Preparer