Ideas on Organization

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Sep 19, 2007 10:40 am
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Guys...

I wanted to start a thread about different ways you guys organize your data from prospecting. I am about to start a wirehouse training program and will be cold calling mostly.

I see different systems used at my office, so I thought someone may have one they really find efficient and useful.

I real about the One Card System, and that looks solid. Any feedback on that? and others? (excel, etc...)
Sep 19, 2007 11:44 am

I second OCS and RegReps forum.

Sep 19, 2007 11:51 am

thanks guys, i will check it out.


but what other systems are being used out there beside the ocs?


i am not only looking for copyrighted systems...just how are you guys organizing your data...?

Sep 19, 2007 2:01 pm

I just built my own spreadsheet in Excel.  it was easier to use than the firm's contact system.



Boomer:

thanks guys, i will check it out.


but what other systems are being used out there beside the ocs?


i am not only looking for copyrighted systems...just how are you guys organizing your data...?