jamslug 91 Posted October 4, 2014 I have been using a pen paper, notepad , phone notes and I just lose track of what people are looking for. I need good way of keeping this side of sales organised and free from lost opportunities because I have lost the tiny scrap of paper or forgotten that there is a note saved on my phone. I am just wondering how you guys keep track of orders and requests and is there a fail safe way of not losing these valuable leads? Thanks in advance, James Share this post Link to post Share on other sites
James Baggott 227 Posted October 5, 2014 Have you thought about investing in a DMS system? There are lots available and it could prove beneficial. It might be a little sledgehammer to crack a nut for you at the moment so maybe a simple Excel spreadsheet could work? I wonder what the others on here use. Share this post Link to post Share on other sites
jamslug 91 Posted October 5, 2014 I have thought about a DMS but I don't want another monthly overhead. I have had a software developer create a custom DMS for me that just does what I want it to do. I am going to try and run an excel spreadsheet for this and see how it pans out. Unless anyone else has other ideas? Share this post Link to post Share on other sites
CJ Underhill 34 Posted October 6, 2014 Excel is a good idea I made a little form on the computer, includes name, numbers, cars of interest, budget and part ex details. They are all printed off and kept in a little leather notebook sized folder/organiser. Its good to have a hard copy, as you can easily put it in your pocket before going to auctions etc Share this post Link to post Share on other sites
Jamie Edmonds 28 Posted October 7, 2014 I use an online notebook system called Evernote which has apps for iPhone, Android and Windows as well as a desktop application so then everything you do is synced across all devices and you always have a record of it. Share this post Link to post Share on other sites