Ideas on Organization
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Sep 19, 2007 2:40 pm
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...)
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...)
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...?
I just built my own spreadsheet in Excel. it was easier to use than the firm's contact system.
[quote=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...?
[/quote]