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| Jun 25, 2005 12:48 am |
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re: How to organize contacts? |
Mandy Minor
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Hi Trish, good question! I've read all the replies so far and they're great. Since I also recently started my business I'm trying to keep my expenses low. ACT! and other software would be great, but I'd have to purchase it. Excel, however, is free. I have a one file/workbook called Contacts with different sheets - clients, prospects, vendors, and associates. Each sheet has columns for name. company name, address, e-mail, and phone, so once someone moves from prospect to client I can just copy and paste that row. The client sheet has columns for project/type of work, contact dates, and notes - and I can add columns later if I want. You could also add a category column and sort by that - it's very flexible. I find Excel much simpler than Access, and most people have a copy of Excel with Office.
Like most of the others, I put pertinent information into my Outlook Express contacts and keep physical business cards in a holder. : )
The best to you in your new venture!
Mandy Private Reply to Mandy Minor (new win) |
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