kristamk
- 22
Hi, all. First time poster, "long time" lurker.
I'm a new consultant (4 months now. Woohoo!) and I'm getting a handle on getting organized but one thing I'm still struggling with is contact management. I know that P3 is pretty good for managing your contacts and tasks (and I like that shows, contacts, orders are all in one place without extra data entry) but it won't do a few things that I want. (Namely print a report of selected contacts with all of their information and notes, etc.) And then, of course, I have no idea when we'll all be switching to the new web.
How do you manage your contacts? For those of you using the new web, is the contact management more powerful or about the same?
Thanks for your input!
I'm a new consultant (4 months now. Woohoo!) and I'm getting a handle on getting organized but one thing I'm still struggling with is contact management. I know that P3 is pretty good for managing your contacts and tasks (and I like that shows, contacts, orders are all in one place without extra data entry) but it won't do a few things that I want. (Namely print a report of selected contacts with all of their information and notes, etc.) And then, of course, I have no idea when we'll all be switching to the new web.
How do you manage your contacts? For those of you using the new web, is the contact management more powerful or about the same?
Thanks for your input!