...well, managing customer relationships but anyway I want to ditch my old, big, unused CRM and make ever present Evernote my brand new contact manager.
Any tips, ideas on how to's, setup configurations, tags, email handling, linking, will help a lot.
My current initial setup:
1 new Notebook called CRM
The note title will be the contact name and title
A 10 row 2 column table for contact info like phone, email, address
After the table and sorted by date are the activities with the contact: links to emails, comments, meetings, phone calls,
An exported .enex note template ---like a form--- stored locally that I can re-use everytime a new contact is needed
Tags: Not many implemented yet, just the usual: Client, personal, prospect,
Thank you for your comments, very much appreciated!
Idea
josevall 4
I know a CRM is better than Evernote for...
...well, managing customer relationships but anyway I want to ditch my old, big, unused CRM and make ever present Evernote my brand new contact manager.
Any tips, ideas on how to's, setup configurations, tags, email handling, linking, will help a lot.
My current initial setup:
1 new Notebook called CRM
The note title will be the contact name and title
A 10 row 2 column table for contact info like phone, email, address
After the table and sorted by date are the activities with the contact: links to emails, comments, meetings, phone calls,
An exported .enex note template ---like a form--- stored locally that I can re-use everytime a new contact is needed
Tags: Not many implemented yet, just the usual: Client, personal, prospect,
Thank you for your comments, very much appreciated!
Link to comment
2 replies to this idea
Recommended Posts
Archived
This topic is now archived and is closed to further replies.