I'm finding it more of a hassle to use CRMs to organize leads especially angled towards effective follow-up. In a perfect world Id be able to look at a lead name and the column next to it would be in red indicating that its been more than 7 days since i last contacted this lead (hopefully thats a number i can tweak).
What are some good practices you've seen work when it comes to managing CRMs with Searchfunder in an effective and efficient manner, as you know you can spend hours extra organizing and adding onto your contacts instead of spending more time looking through deals and reaching out to leads.
CRM in the process of dealing making
by a searcher from Brandon University
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
44 views
6 comments
Sign in to see all replies.
Create an account.