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Brandon Krieger

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About Brandon Krieger

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  1. Brandon Krieger
    Hi Everyone, Since my initial post, I have been using Hubspot.com for my CRM system which has really help me with my client management.
  2. Brandon Krieger
    Hi Everyone, I have been using Hubspot.com which is a free CRM and it's been pretty good so far for what I need. I wish Evernote would build up a relationship with hubspot to integrate Evernote with them.
  3. Brandon Krieger
    Aren't they all like that Chris?
  4. Brandon Krieger
    Thanks Chris, I have been testing out Hubspot CRM and it appears to work for what I need and it's FREE
  5. Brandon Krieger
    Hey Chinarut, yeah it was. How are things going with you? I am playing around with Inslghtly.com as well as Hubspot.com CRM's to see which one works best. To bad Evernote hasn't looked at developing on their core. I know they were working on Hello and they could of developed that out to be a CRM tracking. How is Highrise HQ? /Brandon
  6. Brandon Krieger
    Hi Everyone, I have a client who created 250 notebooks and didn't realize there was a limitation. We are starting to clear out her Windows Desktop version of notebooks she wasn't using. You can see here we are down to 236 notebooks http://screencast.com/t/gvlMXOrHRll But Evernote will not sync. I don't want her to lose any notebook and/or notes. 1) How do I back up all of Evernote so we can restore it just incase on a Windows PC 2) How do I fix this sync issue and get her back up and going? Thanks
  7. Brandon Krieger started following Can you pay for Evenote Business with PayPal?, Evernote Premium is not able to sync - To Many Ntebooks and Evernote Business - CRM - Lead tracking
  8. Brandon Krieger
    Thanks Mark for your process. I setup. I came up with my own CRM type follow up system. 1) I capture the lead, their information, contact information, business card, personal information 2) Then I have created a stack that is called "Leads" 3) In that stack I have created 5 notebooks called "Follow up 1", "Follow up 2"...etc 4) Then I set reminders on the notes when I need to follow up with so that on that day I receive an e-mail report. It's is a very simple CRM for me.
  9. Brandon Krieger
    Good morning fellow Evernote users, I was wondering does anyone use Evernote as their lead tracking and follow-up system. A very light CRM? Recently I have been looking at different cloud type CRM systems, Salesforce, Infusionsoft, ACT....etc the list goes on and on. I was wondering 1) Have you tried to use Evernote as a CRM for lead tracking and follow-ups? If so what is your workflow 2) If you don't, what system do you personally use. I know Evernote has partnered up with Salesforce, but I would like to hear what you use. I look forward to learning from you.
  10. Brandon Krieger
    Hi Everyone, What you can do is go to the "Admin Console" either through the web or if you are using a Mac click on help and "Go To Admin Console" There you will find Content: click on "Notebooks" and you will be able to delete them from there. Thanks Brandon Krieger Evernote Business Certified Consultant
  11. Brandon Krieger
    I don't see optional payments. I do see that I can contact them is that what you are referring to?
  12. Brandon Krieger
    Is it possible to pay for Evernote Business with PayPal? I don't have a credit card and would like to do the monthly payment. Thanks
  13. Brandon Krieger
    Yes I reported and a few other issues :-(
  14. Brandon Krieger
    Hi Adjusting, Thank you for your response which is great to remove tags from the tags list. What I am asking for his when you are assigning tags to a note and start typing all the auto generated suggestions start to come up. How do you clear them. There are ones on the list that I deleted from Evernote years ago that are still coming up. Thank you
  15. Brandon Krieger
    I just learned how to properly use tags and had a couple of hundred that I deleted. I also recreated a system of tagging. The problem is every time I try to tag a note the old tags that have been deleted keep trying to auto populate. They are cached somewhere. How do i clear them so only the active tags come up? Thanks you
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