Lets try to solve this problem once and for all.
Updating the age of the leads always takes time and it never gets done as often
as it should, obviously effecting the way we are hitting the new leads and not
knowing which leads are new to begin with. Instead of having all the different
kinds of prospects 01234, freedom voices01234, reos01234, and so on i.e.
(the 1,2,3,4,5) we are going to modify our columns. See the PDF attached, You
are going to have to add (create date), and (edit date) to you columns
list. This way we are going to create a lookup of the group we are going to hit,
and then just sort them by the (create date), and (edit date) with the most
recent at the top, or whatever way you'd like to hit the database. This is going
to save time and it's going to be allot more efficient.
I don't know why I didn't think of it sooner, but oh
well.... We'll be able to see months back and hit them accordingly.
This does create a problem though..... If someone logs
onto the database that has already been in our database it will not
update the (create date) we will also have to use the (Edit date) column too.
What I'm going to do is probably hit the (create dates) first, and then go back
and hit the (edit dates) just in case we have had someone that has been here
before that went back into the system. (that would probably mean they are a
better lead too.
Also...
In the large PROSPECTS group that holds all of the
leads, if you create a lookup of that it will show everything this has come in,
and then sort it. I think this will make it more efficient and remove the
frustration.
It's never going to be perfect. It reminds me of a
quote though.
Perfection is our goal, excellence will be
tolerated. J. Yahl
Let me know if you have any questions or suggestions
about how to make this work better.
Thanks for your support!
David Halsey
Team Leader
(951) 966-4534
(800) 728-7118
From: Kenneth Knapp [mailto:kknapp@signaturecapital.net]
Sent: Thursday, July 26, 2007 3:54 PM
To: David Halsey
Cc: Dennis Woodard
Subject: Prospects in Act?
Hey
Dave,
Just wanted to see
if new Prospects had been added to the "prospects" area of the database?
It appears of the 138 leads have been called multiple times.
Did something change
in the system?
Thanks for the
direction on this.
KK