How I Do It Maintaining Data for my Prospect List

How I Do It Maintaining Data for my Prospect List Friday I spent some time cleaning up my prospect list.  It is tedious no matter what system you use, but its necessary.  The less I do it, the more opportunities go by the wayside.  Heres what I did: 1. I did a filtered search on the Contacts List Panel to find anyone I have in my system that works at a university.  How?  Like this: Note: I put the name of a column (email), then a colon (:), then the value I wanted to filter it on (.edu).  I chose .edu because email addresses that end in DOT EDU are from schools.  There are no spaces between these three elements. You can see I got 361 records.  Many of them are in there because Ive emailed the people.  Because of that, they arent yet associated with a company record, which would be their school. NOTE: IF YOU WANT TO SEE MORE FIELDS, CLICK THE MANAGE COLUMNS ICON: 2. When I see a persons record that I need to edit (in this case Im doing three things, which Ill explain later), I OPEN that record in a NEW TAB.  Here are the tabs I have open right now: 3. On one of those individual pages Im going to edit, I have a purpose NOT to fill out everthing (which is too overwhelming to think about!).  I want to put in certain info which Ive prioritized below the picture: NOTE: I edit all of these fields (usually) by DOUBLE CLICKING on the gray box that pops up when I mouse over them. FIRST, I want to associate the person to a company in this case, I have to create the new school name as a company, but I can do it from this page. SECOND, I tag this person.  In this case I put client_schools, but if they are a prospect Ill tage them as main_prospect.  This is critical so I can slice/dice my data later. THIRD, in this case Im going to say who introduced me to this person.  This person came from someone on my sales team. Later, I can see everyone who they brought to me, because I associated them to that person. FOURTH, I put the picture.  Sometimes I do the google image search, other times I go to LinkedIn (both options are ONE CLICK from this page). FIFTH, sometimes, if Im in the mood, Ill rank the person.  Friday I wasnt in the mood, so I ignored that. Why do all this? Once this is done, I can go back to my list panel and say show me all my contacts who are main_prospects, or who are current_clients. tagging is critical to getting value out of JibberJobber are you tagging yet? Come to the free user webinar on Wednesday morning (more details). How I Do It Maintaining Data for my Prospect List Friday I spent some time cleaning up my prospect list.  It is tedious no matter what system you use, but its necessary.  The less I do it, the more opportunities go by the wayside.  Heres what I did: 1. I did a filtered search on the Contacts List Panel to find anyone I have in my system that works at a university.  How?  Like this: Note: I put the name of a column (email), then a colon (:), then the value I wanted to filter it on (.edu).  I chose .edu because email addresses that end in DOT EDU are from schools.  There are no spaces between these three elements. You can see I got 361 records.  Many of them are in there because Ive emailed the people.  Because of that, they arent yet associated with a company record, which would be their school. NOTE: IF YOU WANT TO SEE MORE FIELDS, CLICK THE MANAGE COLUMNS ICON: 2. When I see a persons record that I need to edit (in this case Im doing three things, which Ill explain later), I OPEN that record in a NEW TAB.  Here are the tabs I have open right now: 3. On one of those individual pages Im going to edit, I have a purpose NOT to fill out everthing (which is too overwhelming to think about!).  I want to put in certain info which Ive prioritized below the picture: NOTE: I edit all of these fields (usually) by DOUBLE CLICKING on the gray box that pops up when I mouse over them. FIRST, I want to associate the person to a company in this case, I have to create the new school name as a company, but I can do it from this page. SECOND, I tag this person.  In this case I put client_schools, but if they are a prospect Ill tage them as main_prospect.  This is critical so I can slice/dice my data later. THIRD, in this case Im going to say who introduced me to this person.  This person came from someone on my sales team. Later, I can see everyone who they brought to me, because I associated them to that person. FOURTH, I put the picture.  Sometimes I do the google image search, other times I go to LinkedIn (both options are ONE CLICK from this page). FIFTH, sometimes, if Im in the mood, Ill rank the person.  Friday I wasnt in the mood, so I ignored that. Why do all this? Once this is done, I can go back to my list panel and say show me all my contacts who are main_prospects, or who are current_clients. tagging is critical to getting value out of JibberJobber are you tagging yet? Come to the free user webinar on Wednesday morning (more details). How I Do It Maintaining Data for my Prospect List Friday I spent some time cleaning up my prospect list.  It is tedious no matter what system you use, but its necessary.  The less I do it, the more opportunities go by the wayside.  Heres what I did: 1. I did a filtered search on the Contacts List Panel to find anyone I have in my system that works at a university.  How?  Like this: Note: I put the name of a column (email), then a colon (:), then the value I wanted to filter it on (.edu).  I chose .edu because email addresses that end in DOT EDU are from schools.  There are no spaces between these three elements. You can see I got 361 records.  Many of them are in there because Ive emailed the people.  Because of that, they arent yet associated with a company record, which would be their school. NOTE: IF YOU WANT TO SEE MORE FIELDS, CLICK THE MANAGE COLUMNS ICON: 2. When I see a persons record that I need to edit (in this case Im doing three things, which Ill explain later), I OPEN that record in a NEW TAB.  Here are the tabs I have open right now: 3. On one of those individual pages Im going to edit, I have a purpose NOT to fill out everthing (which is too overwhelming to think about!).  I want to put in certain info which Ive prioritized below the picture: NOTE: I edit all of these fields (usually) by DOUBLE CLICKING on the gray box that pops up when I mouse over them. FIRST, I want to associate the person to a company in this case, I have to create the new school name as a company, but I can do it from this page. SECOND, I tag this person.  In this case I put client_schools, but if they are a prospect Ill tage them as main_prospect.  This is critical so I can slice/dice my data later. THIRD, in this case Im going to say who introduced me to this person.  This person came from someone on my sales team. Later, I can see everyone who they brought to me, because I associated them to that person. FOURTH, I put the picture.  Sometimes I do the google image search, other times I go to LinkedIn (both options are ONE CLICK from this page). FIFTH, sometimes, if Im in the mood, Ill rank the person.  Friday I wasnt in the mood, so I ignored that. Why do all this? Once this is done, I can go back to my list panel and say show me all my contacts who are main_prospects, or who are current_clients. tagging is critical to getting value out of JibberJobber are you tagging yet? Come to the free user webinar on Wednesday morning (more details).