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Tracking chart

natural

Member
Gold Member
Mar 24, 2008
199
1
Hi I am so on fire to teach my team to track their leads,,,especially the NO's Does anyone have a pre-made tracking chart of sorts, I see the 321 one here, but I am encouraging more than 3 contacts..anyone?
 

lockhartkitchen

Senior Member
Aug 22, 2007
2,157
1
My Director on a call last night told me there was a no tracker on the website. I just looked and I couldn't find it. Does someone else see it?
 

ChefCat

Member
Jan 29, 2010
197
0
I use a lead binder that my director set me up with, works nice! I don't think I have the instructions on my computer though, I just have a hard copy.
 

Sheila

Legend Member
Gold Member
Mar 26, 2008
5,375
75
Encourage them to make tasks in P3 with "due dates" that will prompt them to make a follow up call. ;) They can then make notes each time they contact the person & set a new "due date" to follow up again in so many days/weeks/months. :D
 

ChefCat

Member
Jan 29, 2010
197
0
Encourage them to make tasks in P3 with "due dates" that will prompt them to make a follow up call. ;) They can then make notes each time they contact the person & set a new "due date" to follow up again in so many days/weeks/months. :D

I admit I am guilty of not using the tasks in P3. I much prefer a paper system. I jot notes on paper during all my calls anyway, I don't want to have to type them in also. Plus I can take my lead binder anywhere to make a few calls where ever I am.

Although, if I do get my new laptop, I could take that anywhere too... but I digress. =)


EDITED to add... I see a file here that looks like the instructions for the style of lead binder I use- go to files and search lead binder. =)
 

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