I use a paper form to keep track of my prospects. It includes a place for name, address, phone, dob, occupation, health history and my contact notes. I keep them in a file folder on my desk while working on them until they are sold or written off for the present. Then they go in a file drawer usually never to be seen again. I wish I had a more efficient way of keeping track of this info.
What do you use? Paper? If so how do you file?
Electronic? Do you scan and attach to a CRM file?
Thanks,
Bill
What do you use? Paper? If so how do you file?
Electronic? Do you scan and attach to a CRM file?
Thanks,
Bill