There are several ways to do this. Here are the top 3:
You must begin by adding a field such as Category on the Contact record to identify them as a Prospect. Once that’s in place:
- With AscendixRE, you can create specific List Views, that pull up your Contacts, by that filter of “Prospect,” so that you’re segregating your contacts by that category. From there you can decide what information you want to see in the list, at a quick glance, or drill into each record to log the calls for that contact. See this (no sound) video, for a quick overview of how to accomplish this.
- With AscendixRE, you can also automate much of the to do’s or future tasks/calls you need to make. By creating Workflows, you can decide once a Contact is tagged as a Prospect, how often you need to call or follow up with them. 30-60-90 drip plans are common, but this can totally be customized to your needs. You can reach out to us to set this up for you.
- With Ascendix Search, you can create quick and easy lists, that are either based on data (i.e. Contact Type = Prospect) or your own subjective knowledge of randomly selected contacts. From there, in a quick split-screen, on the left, you can see your list and on the right, you can see your to do’s and activity history, while scheduling new actions on the records on the right. Ascendix Search is sold as an add on to the Foundations edition and included in the Enterprise edition.