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Updated over 10 years ago on .

User Stats

322
Posts
238
Votes
Stephen Barton
  • Real Estate Agent
  • Indianapolis, IN
238
Votes |
322
Posts

Organizing Your List

Stephen Barton
  • Real Estate Agent
  • Indianapolis, IN
Posted

Hello fellow BPers!  

I'm wondering if anyone has some good advice for how to organize and manage your data.  I bought an absentee owner list of 1200 and to say the least, it's becoming difficult to track our responses, notes, and follow ups.  I'm currently using a spreadsheet with color coding to indicate the following:

Red - remove from list/returned mail

Yellow - responded to ad

Blue - letters sent, no response

White - no letters sent

When calls come in, we have a lead sheet we fill out.  Then we do the research, make an offer, and file the lead sheet into a folder called "open lead" (meaning our offer was rejected but we need to follow up) or "closed leads" (our offer was accepted and the deal was closed).  Unfortunately, only two lead sheets exist in the "closed lead" folder.  haha

We are looking for an easier way to manage all the data we have.  Any suggestions or tips would be appreciated!

Thanks,

Stephen

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