Rochard |
01-21-2019 08:25 PM |
Quote:
Originally Posted by 2MuchMark
(Post 22401384)
I just use Excel. I keep wanting to take the time to learn a better one but I always fall back to a basic spreadsheet.
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Okay, so I am not the only one.....
At YNOT we use Salesforce, but I didn't like it.... I could set a task but then when I log into Salesforce to do something I have this notification telling me I need to do something else... It's distracting and things get lost. With a spreadsheet I can control everything. And I never delete anything, so if there is a problem two months from now I can go back and see every interaction with the customer.
I also do this for my personal business and my wife's business....
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