How to maintain contacts?

karopega's Avatar

karopega

30 Nov, 2011 02:38 AM via web

How do you guys keep track of your contacts?

I haven’t found a good way yet. I have probably 100 contacs that I need to remember to call/write regularly just to check in. Don’t really feel like creating a project for each one as it makes to many project….

Anyone has THE solution?

  1. 2 Posted by brett on 30 Nov, 2011 03:41 AM

    brett's Avatar

    Create a task for each call/email. Use "waiting for" to keep track of the response. I am in sales and call many contacts a day. This works very well for me.

    I use a single Project for all calls/emails.

  2. 3 Posted by karopega on 30 Nov, 2011 02:30 PM

    karopega's Avatar

    Ok. So 1 project and each contact has its own task.... That could work.

    Do you also keep a log for each contact about what was said etc? How do you manage that? By the note function related to each "next" ?

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