Act4advisors

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Jun 11, 2006 6:41 pm

Anyone using this that could give a review on it?


Looking at this and Goldmine.


Jun 11, 2006 9:31 pm

I'm curious about this as well.  And what about Outlook?

Jun 11, 2006 10:28 pm

I use outlook.  Seems to work well as a day-planner, alarm, and email.


I'm using an excel spreadsheet I developed to manage my pipeline.  It works pretty nice, and I'm way ahead of schedule.  I have a pretty bar chart that I use to measure my AUM, assets in pipeline, etc... versus my goals.  As soon as I know assets don't have a good likelihood of materializing, I move them to my notes out of the pipeline field.


What I like the most is it organizes contacts by the follow up date.


It's nice to be on top of my whole pipeline for once.


Ace

Jun 12, 2006 10:08 am

Ace, could you give me more info on how you've set up your outlook? Specifically in terms of contacts. Thanks.