L
Leslie
I am in need of the ability to organize and manage sales leads for Real
Estate Business. I have basic skills but am not advanced on any programs. I
have looked into Outlook as the leads come via email (not vcard as the
tutorial) but I have never had much luck either finding a place to show me
how everything should work and actually making it work. I have considered
Access and I know that I do not 100 % understand how that program works. I
have also considered the One Note as I can add tasks to the outlook.
My needs are simple, i need to be able to contact the lead as soon as I
receive it then set up the follow up date with everything that has been done
and what to do next.
If anyone can please give me some advise and where I can go to get
instructions on how to make it work that would be greatly appreciated.
Thank you
Estate Business. I have basic skills but am not advanced on any programs. I
have looked into Outlook as the leads come via email (not vcard as the
tutorial) but I have never had much luck either finding a place to show me
how everything should work and actually making it work. I have considered
Access and I know that I do not 100 % understand how that program works. I
have also considered the One Note as I can add tasks to the outlook.
My needs are simple, i need to be able to contact the lead as soon as I
receive it then set up the follow up date with everything that has been done
and what to do next.
If anyone can please give me some advise and where I can go to get
instructions on how to make it work that would be greatly appreciated.
Thank you