WAHM Forums

Hey everyone!


I recently talked with my sales manager about keeping track of upcoming parties, consultants, leads, etc...


She said that she kept a card-file system for everything. I've tried just about every gizmo out there including my palm pilot, various software...and e-mail programs and am finding them to be more work than necessary.


Does anyone use a good ol' fashioned card filing system? My SM uses index cards. What do you use? What categories do you use?


Right now, I have a section for "first 90 days"...and a set of months for upcoming hostesses. (If someone wants to hostess this summer, I put the card in the "May" slot).


Would love your help on this! I am not done yet...but so far I certainly think it beats the techno-stuff!

Organization is not my strong point. I keep it all on my Palm Pilot and put a note when pack is mailed and coaching is done.


wish I was more help,


Debbie

I have a wall calander beside the PC it has everything on italso I carry a pocket one in my purse- so I know what dates I am doing what - plus I write mileage down as the day is going on or the cost say if I go to the post office or store for some supply


I have an envelope right inside the kitchen on the shelf that says 2006 receipts - anything I have bought at stores that day goes in there - keeps them all together and I know where they are come tax time and after all things are figured for tax time all things go inside a big manilla envelope marked 2006 Business ( I have 1 for 2006 personal)


I use Recipe cards hung by the PC for asorted things, I have a tablet with lists of folks I have contacted about joining - sep pages for each of my Biz


When placing orders wheather its for samples, sale aids , customers whatever they ar printed right off and I have at the end of the desk a file box each Biz has own file box


I do have a couple of files in my PC with some info - but for fear of crashing everything is written down


I have inventory in PC and also printed out whenever I sell from it the list is updated - I take this printe list with me when doing craft show, fair or whatever event - I keep track of iems sold - as you never know what will grow wings and fly away


Maybe not the "modern" way of keeping it all together , but the way that works for me LOL


Tonja

I use Excel for inventory lists and I have used the Card File for my customers favorites and reorder statusand that works just fine for me. I can't do palm pilots and such. I can write faster than that. LOL


Chris