Ideas on Organization

4 replies [Last post]
Boomer's picture
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Joined: 2005-04-01

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...)

ExPropTrader's picture
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Joined: 2006-11-19

I second OCS and RegReps forum.

Boomer's picture
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Joined: 2005-04-01

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...?

shadow191's picture
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Joined: 2007-06-25

I just built my own spreadsheet in Excel.  it was easier to use than the firm's contact system.
 
Boomer wrote:
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...?

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