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I keep an excel spreadsheet with all my contacts I have made over the years with notes and categories. I usually try to go through it once or twice a year and u
by davismwfl 7y ago
I keep an excel spreadsheet with all my contacts I have made over the years with notes and categories. I usually try to go through it once or twice a year and update old records.
I’ve used this to populate a couple of different CRMs I had but I always keep the excel updated. This lets me always be able to maintain my contacts and update any device or system I need to.
Yea this is kinda low tech but it has proven super easy to manage and has allowed me to keep my contacts even after I leave a position. And I am never held hostage to any specific software system as I also export a CSV backup after I do a cleanup too.
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