Borisoff said:
Thanks! I see only one problem with using Tickler for potential sales. Tickler doesn't allow to track all the potential sales because they are hidden and Someday/Maybe list does. I need to see at my Weekly Review all potential projects I can start or continue. Any ideas how to do that with i.e. Tickler?
Regards,
Eugene.
Dear Eugene,
This is how my system works.
I have all my projects (Sales) in index cards. This index card contains Custumer info (name of the company and main contact, the rest of the info is in the CRM) also contains the definition of the project with this costumer.
When they are active they are in my active project folder, and relevant action in the appropiate context.
If I talk to the custumer today and he tell me call me in 3 days, the project card is kept in my active project folder and list.
If the custumer ask me to call him in 2 weeks, the card goes into my tickler file the day I am suppose to call him...
I accomplish in this way 2 things... If the project it is active (call in 3 days) I will review in my Weekly review and just have a note that said call X the right day in my tickler file.
If the call or the next contact it will not happen in the next weeks, I do not have that opporunity in my system, since there is no action in 2 or more weeks.
I hope this clarify a little better...