I use Outlook. I’ve spent money on Act!, Top Producer (the old one and the new one), I borrowed an Agent 2000 disk and promptly deleted it. Outlook is easy. It does pretty much everything I need it to; and what it doesn’t I’ve worked around. So I ended up back where I started.I know some agents believe that we shouldn’t give closing gifts or call our clients on their birthdays. I’m not one of them. I not only call clients on their birthdays I sing to them – horrible singing voice and all.
I get everybody’s birthday – kids, pets, whatever – anniversaries – I’ve got the COE anniversary – have you tried to find a card for that? – if they’ve got a special date I want to know it and acknowledge them for it.
Then I had to figure out how to track all that info. Back to Outlook. I wanted to add it to my calendar but I didn’t want it to show up during my scheduled day. Ready?
Click on New Appointment
Type in the Subject. See where mine says “bday” even though it’s a wedding anniversary? That’s so I can print a shopping list without search for birthdays, anniversaries, COE dates separately.
Set the Reminder for several days in advance so you can get the cards, gifts or set time aside to call and sing. Here comes the good part:
Click on Recurrence
Set the Start and End Time for 12:00 am and the Duration for 1 day.
Recurrence Pattern for Yearly.
Verify that No End Date is checked and you’re done. You’ve got your reminder there for next year.