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How do you set up the information. It’s not coaching you as to what to put into the purple box, obviously name, but what info goes into what box.
How about this:
John A Billetdoux
Serving New Jersey
(856) 912-3593
johnb@jbainsurance.net
What do I do after all I’ve entered all that info? I don’t see anything to save it, or print it or anything like that.