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Updated about 7 years ago on .

User Stats

103
Posts
70
Votes
Masashi Borges-Silva
  • Investor
  • Manhattan, NY
70
Votes |
103
Posts

Tips to keep track of your networking

Masashi Borges-Silva
  • Investor
  • Manhattan, NY
Posted

I am looking tips and platform that is recommended to keep track of your REI network.

How do you keep track of your networks and leads?  That is, what program/software do you recommend to keep notes and quickly access the note for specific needs?

I am imagining that as I grow my network, it would be so overwhelming to keep track of everyone in my network.  First thing that comes to my mind is to use excel or google sheet so that the name list can be filtered to specific needs at the time.  I also imagine that if I contact a seller who is not interested in selling at the moment, but maybe in a week, month, or year, I want to follow up with them and make notes as I build relationship with them.  As well as giving me a notifications to follow up with them (I could potentially write a macro in excel for automatic notifications).

I also thought about using Microsoft OneNote due to the nature of accessibility from my work laptop.  It was really helpful and accessible since the program was pre-installed, but IT department took the privilege to the software.  I can't download the software and I have been using web-based OneNote, but it is not as efficient as installed program.

Any thoughts?  What is your recommendation??