A Store For Contact Information
For each of your contacts Marketeer provides you with:
- a name & address 'card' on which to record their name & address, telephone number, fax or telex number, company name, job title and any little memory-jogger notes,
- a Classification and status box in which to record, in terms of your own classification system, how they fit into your marketplace, what last took place between you (eg. a phone call, letter, meeting ... ) and when it took place, and what your next planned action is with regard to them,
- an action and notes diary which is automatically date-stamped by the system in which to record one or two lines of notes regarding your last conversation with them and what should happen next,
- a dossier file which is in effect a word processor file coupled to the client record in which you can type whatever you want to about that contact such as company details, sales history, your contact's likes and dislikes, interests and hobbies, significant events and so on.
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