10-16-2009 12:31 PM
I guess I didn't ask my post as a question so, here goes.
I am new to ACT! I just bought the 2010 edition, and I have been reading the manual. There is discussion about setting up meetings with people etc.
How would you record meeting people at networking events and following up?
I have been attending networking events and collecting business cards. I want to record that I have met Mr. X, and then I sent Mr. X a follow up note (snail mail). I also want to record briefly in History, I guess, what I said in the note that I mailed him.
10-16-2009 03:46 PM
If I were in your position, I would...
1 - Create a new Contact from the business card you received from the meeting
2 - Record a History of the initial meeting(make changes to type, date and time adding any notes about the meeting in the Detail portion)
3 - Create new Activity Types for the type of follow up you are looking to do with the new contact.
Schedule - Manage - Activity Types - Add
I have added so many new ones that I am not sure what actually comes with ACT as a default.
4 - Schedule an Activity for a future date, I love the Recurrence Tab, helps me not forget to do something that needs to be done every week or month...
NOTE - you are able to attach a document to any activity. I have a monthly newsletter that I email and mail and I attach a copy on each contact that I have that reminder on.
10-16-2009 08:22 PM
Great response from Ann. I would add to make use of the source field too. That way you can keep up with which networking event you attended.
If you do a lot of these, don't forget that there are products that will scan the cards and put the information into ACT for you.
Glad to see a new user and one who is focused on improving the efficiency of using technology to manage sales. Good luck to you.