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Help, help, help........
Now you all know a little bit about what I do if you read the thread I started about the MA Plan Broker Referral Programs.
My biggest problem is keeping all of my leads organized.
Some of my leads are saved in word documents in various tables, some are paper lists that agents have given me, some of my leads I have saved webpages and then imported the tables into Microsoft Access, etc. I have leads EVERYWHERE.
When I call someone I try to take good notes. I keep track of what plan they are on, what doctor they see, if they mention income I keep track of that in case the dual eligible level increases, etc.
Frank I have downloaded the trial of YIO and have looked at it, but I am not sure if it is what I need for what I have on my hands. Let me know if you think it would work for me for my needs and if not do you or anyone else have any suggestions for me getting this all organized.
It may would take me a year to input all the leads I have on paper, but I am willing to do that (which I probably will) but I am not sure of what to use to imput them all to.
Now you all know a little bit about what I do if you read the thread I started about the MA Plan Broker Referral Programs.
My biggest problem is keeping all of my leads organized.
Some of my leads are saved in word documents in various tables, some are paper lists that agents have given me, some of my leads I have saved webpages and then imported the tables into Microsoft Access, etc. I have leads EVERYWHERE.
When I call someone I try to take good notes. I keep track of what plan they are on, what doctor they see, if they mention income I keep track of that in case the dual eligible level increases, etc.
Frank I have downloaded the trial of YIO and have looked at it, but I am not sure if it is what I need for what I have on my hands. Let me know if you think it would work for me for my needs and if not do you or anyone else have any suggestions for me getting this all organized.
It may would take me a year to input all the leads I have on paper, but I am willing to do that (which I probably will) but I am not sure of what to use to imput them all to.