Network Marketing CRM – Remember the Milk Reporting

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Network Marketing CRM - Reporting
Remember the Milk Reporting

Network Marketers have a couple of issues that nag at them. These can solved with a Network Marketing CRM system, but it must be easy and inexpensive. The two major technical issues are the following:

  1. Following up with prospects and customers. Simple systems handle many things, but they really fail at telling you who to contact today and what they need to be contacted about.
  2. Activity Tracking. Collecting data to help you track your activity levels over time.

Follow-uos – Remember the Milk (RTM) can be very powerful Network Marketing CRM (Customer Relationship Management) tool. It handles the nasty job of tracking who you need to talk to and when and about what VERY WELL. Another essential part of any CRM tool is reporting. This post covers setting up and then using Remember the Milk Reporting to track your activity. The post goes with another post where I cover using Remember the Milk as a Network Marketing CRM Tool. (In another earlier post I have a quick overview and review of Remember the Milk (RTM) as a ToDo list package. That is what it is designed to be, but that is NOT the primary focus of this set of posts.)  Remember the Milk is very powerful and has grown up over time so that it now has almost every feature you might need.  I love it.  There is a free version. For $39.99 a year it will synch everything between your smart devices and your desktop. Remember the Milk Reporting is not Remember the Milks strongest area, but we can work around that.

There is an additional post that you do not need unless your are bulk moving leads from an Autoresponder (like Aweber). That article is here:  https://halepringle.com/using-remember-the-milk-as-a-basic-crm-tool-2.

There is an associated post where I use a Google Sheet to track activity (e.g. how many new people did you contact today, how many people did you actually ask if they were interested in your product or team.) Read That Post Here. This post is about collecting the numbers we need to update that tracking sheet. You can modify the lists and the sheet if you want to collect other activities.

Video Overview of Remember the Milk as a Network Marketer’s CRM Tool

The LISTS We are Using to Followup With Prospects

In the previous post, I described a system of tracking prospects through an online recruiting process. We do not create TASKS and mark them off when they are complete. Instead we enter prospects and move them through as series of lists as they go through our process. Here are the LISTS we are using

I’m using a slight modification of a system taught by Frazer Brookes.  Here are the Lists that we need to set up in order to make our Network Marketing CRM work. Here is a brief recap of which prospects go in which LIST. These are the lists we need counts from when we set up our Remember the Milk Reporting.

  • LIST 1 – FAM- All New Prospects – No Response Yet [P] – this is a list where I add all NEW prospects:
    * new prospects (some people call them “suspects”) I sent a friend requests to.
    * Old Facebook friends that I sent a new message to trying to initiate a conversation
    *People who ask to friend me If I accept, I send them a message like “Hey Judy, It is great to connect with you here on Facebook. What’s up with you?” – I initiated the conversation, so I am in charge.
    *Facebook friends I sent a Happy Birthday message (only those that I haven’t already prospected). I usually send these the day after their Birthday with a “Sorry I missed your birthday. Did you have a fantastic day?” message. (As taught by Frazer, I have a funny video where I lip-synced Alvin and the Chipmunks singing Happy Birthday. I include that as a “smile” for missing their birthday.)

    FAM stands for Find a new Facebook Friend, Add them as a friend and Message them. For active prospecting this is probably the most critical activity you can do. Prospects are moved to this list when I initially send them a friend request. There are a ton of scripts available. If you would like to see some message me
    Sidebar: You messages should always end with a question. You want them to engage and the chances are much higher if you ask them to respond with a question.
  • LIst 2. FAM Talking to -have Not Asked Question [P] – Once a prospect has responded to one of my messages we are in an active conversation and they get moved to this List. As soon as I ask if they are interested in my business or product (“Asked the question), they are moved to another list – usually the next one.
  • List 3 – I Asked The Question [P]– Building relationships is critical in a Network Marketing business. At some point you need to ask the person is they are open to looking at your product or your business. (That is “asking THE question.’)
  • List 4 – Used Tool (ATM Group, Video, etc.) [P] – The preferred tool these days appears to be Add/Tag/Message (ATM) groups. You friend a person, talk to them and at some point ask if it okay if you add them to a group that will answer a ton of their questions. Then you Add the Person to the Group, Tag them in a comment under a video or post that is most suited for their needs and then you Message them to continue the process of making a sale or signing up a new partner. Your tool of choice will depend upon your company. It might be an ATM group, a company provided overview page, a recorded video, a house meeting, a hotel meeting, a Zoom call or something else.
  • List 5. Follow-ups [P]– These are people I am actively talking to after they have seen some information about my business or product. I have been using Frazer’s acronym LORD (Location, Occupation, Recreation, Dream). I have also used the more traditional FORM or FORD (Family, Occupation, Recreation and Message or Dream). (Note the hyphen. You need this word “Follow-up” to be different from the word “followup” used in Lists 8 and 8.) Later we can used the Advanced SEARCH to find prospects who were updated in list(s) with the word “follow-up” in the List name. We do NOT want to include prospects who are in the “They said NO – Follow Up later: List.)
  • List 6. YES –Team Members [P]– people who sign up with my company
  • List 7. YES –Customers[P]– active customers I need to follow up with
  • List 8. NOs -Not Interested [P]Check Back Later – Message them or email them later (3 or 6 months)
  • List 9. NOs -Don’t Check Back – I Am NOT interested [P]– hostile people or others that I don’t really want on my team. I leave them in the system so I can be reminded if they show up later somewhere.
  • 10. Crossline Contacts – A place to store contact information and notes about other members of my opportunity.
  • Personal – These are normal to-do Item that I want to show up in my daily lists of tasks to-do.

The active prospecting process I use (as taught by many of the online recruiting trainers) is to move prospects through a process that I will show a little later.

In the Previous Post We Set Up Some Default Values

  • Due Date Default (set to today since that is the only option rather than NEVER.)
  • How we want the Lists sorted (By Due Date since we want the prospects who have an action due today to be at the top of the lists.)
  • Added the URL field to the Details screen. This where we store email addresses.

Remember the Milk Reporting – Three Ways to Have Our Network Marketing CRM Give Us Tracking Counts.

Tracking your activity is very important. You need to be able to hold yourself accountable for your activity. If we were using an expensive, Full Featured CRM Tool for our Network Marketing CRM, we could generate reports. We can’t do reports here, but we can get the numbers we need. Sidebar: You can’t directly control the results you are getting with your company, but you can control your activity. The Advanced Search and/or Smart Lists help us by providing counts of our various activities.

Remember the Milk Reporting – Method 1 – 2 Manual methods to get Counts

You could use a piece of paper with some activities listed and do the tick, tick, tick, tick, slash counts beside each activity as you work.

Here is one simplistic way to get some counts without writing them down on a piece of paper as you work. If you start with one facebook tab open and, search for new people in that tab and when you find someone to prospect open each new person in a new tab. Delete tabs immediately f you decide not to prospect someone. When you are ready, you can count the number of open tabs to get your counts. You have to be very careful to only work on one thing at a time and use a Facebook tab aways from your counting group if you need to stop and do something else on Facebook.

Remember the Milk Reporting – Method 2 – Using the Advanced Smart Search to get Counts

The SEARCH Bar in Remember the Milk is much more powerful than it appears at first glance. . You can open the HELP and search for Advanced Search, click the “View all options” link and see all the things it can really do!

You can use it to get some of the numbers you should be tracking. As I mentioned before, there is a post inspired by Frazer Brookes on numbers you should be tracking. Read That Post Here.

Here are the columns that he suggests you should be tracking:

Google tracking Sheet.  The target for Remember the Milk Reporting
  1. FAM REQ – there are ALL new prospects
  2. Asked Qustn – How many times did you actually ask if the prospect would be open to looking at a product or business?
  3. Used Tool – How many said yes and you added them to an ATM group or sent a link to a video?
  4. Yes or No – How many prospects actually committed one way or the other.
  5. Follow Up – How many people did you follow up with
  6. New Cust – How many new customers did you get today?
  7. New Team – How many new new team members did you get today?
  8. Happy Bday – How many Happy Birthday messages did you send with a Call to Action (ask to talk)?

Using The Advanced SEARCH To Collect These Numbers

We are going to use a feature in the Advanced Search that just reports Lists that contain a specific word. In order to do that we need to name our lists carefully. For example, I have added NOs to a couple of lists where prospects have indicated that they are NOT interested..

  1. FAM REQ – All New Prospects – Search “added: today AND ListContains:[P]” You can also search “added: yesterday AND ListContains:[P]” or “added June 1 2020 AND ListContains:[P]
    Notes:
    * This the only search where we don’t care what list a prospect is in. If you just added them, they are new Prospects. SPECIAL NOTE: This the reason we added the “[P]” to each List Name. It allows us to restrict our search to just the lists that are part of our Network Marketing CRM.
    * Almost All new prospects should be added to list “1 – FAM- All New Prospects – No Response Yet [P]” list. There will always be exceptions, like people you prospect in a face to face meeting.
    * There is a field called Start Date, but we aren’t using it. You have to manually fill it out and IMHO -in my humble opinion- that will result in more work and more errors than it is worth.
    * There is one time when you need to be careful. If you do Friend Requests after midnight intending those to count for the previous day, there is no way to distinguish those requests from Friend Requests you do later in the same day. You might want to set the Due Date for those done after Midnight to 8 days instead of 1 week. You could then see and count the after midnight prospects and later-in-the-day prospects since they will have different Due Dates.
  2. Asked Qustn – These are people you asked the question to: Search for “Updated: Today AND listContains:Question” or “Updated: Yesterday AND Listcontains: Question” or “Updated: June 2, 2020 AND List contains: Question”
    Notes:
    * The same caveat applies here for prospects moved into this List after midnight and those added later during the same date.
    * There is a different issue as well. There is no field that indicates when a “Task” (for us that is a Prospect) is added to a particular list. We are using the automatically generated field “Last Updated” value. The issue with that is if you EDIT a prospect’s information you trigger and automatically update the “Date last Updated” field. This means that someone already in the List would be included in our count.
  3. Used Tool – These are prospects you added to an ATM group or sent to a video link or sent to a corporate site. Search for “Updated: Today AND Listcontains: Tool” or “Updated: Yesterday AND Listcontains: Tool” or “Updated: June 2, 2020 AND Listcontains: Tool”
    Notes – Sames as # 2
  4. Yes or No – How many prospects committed to buy a product, Join you team, or that they weren’t interested? There are four places where you might move prospects who have committed. Because of the way we have named the Lists you can do this is two searches 1) YES – New Customer, 2) YES -New Team Members, 3) NOs- Follow Up – later and 4) NOs -Don’t follow Up. As a result it takes four searches to collect the data,
    1) Search “Updated: Today AND Listcontains: YES” or “Updated: Yesterday AND Listcontains: YES” or “Updated: June 2, 2020 AND Listcontains: YES” (This will get prospects in the New Customer list AND the New Team List)
    2) Search “Updated: Today AND Listcontains: NOs” or “Updated: Yesterday AND Listcontains: NOs” or “Updated: June 2, 2020 AND Listcontains: NOs” (This covers both of the NO lists.)
    Notes: The Same Caveats Apply from #2.)
  5. Follow-Ups Search – Part 1 of the Follow-up search. I am doing two searches here to get the total number of follow-ups “Updated: Today AND Listcontains: Follow” or “Updated: Yesterday AND Listcontains: Follow” or “Updated: June 2, 2020 AND Listcontains: Follow”
    Notes:
    1.) The same caveats from #2.
    2.) I just used the word “Follow” so that you could spell Follow-up any way you want and the search will still work.
  6. Talking To Search. -Part 2 of the Follow-up search This is the second of the two searches I use to get the total number of follow-ups “Updated: Today AND Listcontains: Talking” or “Updated: Yesterday AND Listcontains: Talking” or “Updated: June 2, 2020 AND Listcontains: Talking”
    Notes:
    1.) The same caveats from #2.
    2.) I consider checking back with people you are actively talking to see if they stopped talking or if I missed a message is part of the “Follow-Up” process.
  7. New Customers – “Updated: Today AND Listcontains: Customer” or “Updated: Yesterday AND Listcontains: Customer” or “Updated: June 2, 2020 AND Listcontains: Customer”
  8. New Team – Updated: Today AND Listcontains: Team” or “Updated: Yesterday AND Listcontains: Team” or “Updated: June 2, 2020 AND Listcontains: Team”
  9. Happy Birthday – This is tricky. Some may be people who have already committed one way or another, some may be people you want to add as new prospects. I manually count the number of messages I send. As I send each one I copy their name and search Remember the Milk. If they aren’t there, I add them to list 0 – FAM New Prospects. If they are there and in List 5 Follow-ups, I update their description (which gets them counted as a followup), otherwise I leave them alone.

COPYABLE LIST OF BASIC SEARCHES
Here is a list of searches you can copy and paste somewhere that you can find it easily. (See my post of Evernote, coming soon.)

  1. added: today AND Listcontains:[P] – FAM REQ – All New Prospects
  2. Updated: Today AND Listcontains: Question – Asked Question
  3. Updated: Today AND Listcontains: Tool – Used Tool
  4. Updated: Today AND Listcontains: YES – First half of Yes or No- field
    AND
    Updated: Today AND Listcontains: NOs – Second half of the Yes or No-search 1 – Add the two halves together
  5. Updated:Today AND Listcontains: Follow – First half of Follow-Ups
  6. Updated:Today AND Listcontains: Talking – Second half of Follow-Ups
  7. Updated: Today AND Listcontains: Customer – New Customers
  8. Updated: Today AND Listcontains: Team – New Team Members
  9. DO Happy Birthday Messages Manually

Remember the Milk Reporting – Method 3 – Using the Smart Lists to Get Counts

This method takes longer to set up. However, once it is done, it is easier for you to get your numbers. Smart Lists are like the Advanced Search. You set them up to automatically populate using criteria similar to those used above. I will note that the Smart Lists do NOT use words in the Titles of the various Lists.

You add a Smart List by clicking on the + in the left column beside the name “Smart Lists”

1 – How Many NEW Prospects Did I Add Today?

Note: I am showing a screenshot of each list’s criteria. This takes space in this article, but I’ve edited these a lot setting this system up and when I go back, at least one is ALWAYS wrong. Check your setting carefully.

This one is a little tricky. We do not have an option in Smart Lists of created rules that say “This OR that OR The Other” so we have to make sure we exclude all of the lists that you are using that are not part of the Recruiting Activity Process. I added “[P]” – P for Prospecting to each list so we could limit the lists being searched to just those in our Prospecting System.

SMART LIST NAME 1 -FAM New Prospects Any List, -Today

NAME: 1 -RPT -FAM New Prospects Any List -Today

#1 – Fill in a name like “1 -RPT -FAM New Prospects Any List -Today”
#2 – Restrict the list to one day
#3 – Add the Criteria that restricts this Smart List to Just our Network Marketing CRM Lists
#4 – Click on the SAVE Button

I added “RPT” to the beginning of the name to distinguish it from the regular List. I found I would click on the Smart List to see my count and then go find another person to friend and add them to this list. Since you can’t add tasks to a smart List, the new prospect would end up in the Inbox list until I found and moved them.

When you Click on the Smart List, you will see a list of Prospects that meet the criteria you set.

Remember the Milk Reporting -

#1 – Here I have clicked on the Smart List
#2 – These are the people it found.
#3 – Here are the Due Dates. I mentioned above how to use these dates to distinguish between Prospects added after midnight from those who were added later on the same date.
#4 – This is a count of the people in the Smart List.

You take this number and add it to your Tracking Sheet. Here is an example of mine.

Remember the Milk Reporting - Example Smart List Set Up Screen - Google Tracking Shee Example

I can move that number to the correct date and column i my tracking sheet. You can get your own copy and read about that sheet here.

This version of Remember the Milk Reporting takes a little while to set up , but it will really help when it is done.

Here are the rest of the Smart Lists. These Smart Lists are all the same EXCEPT for which list I moved prospects into.

2. People I Talked To Today – Before I Asked The Question

I’m going to show one that counts how many people I actively talked to today This count is one of the two counts I put in my Tracking Sheet under the column Follow Up,

NAME: Rpt -Talking to – Half of Follow ups – TODAY

#1 – Name of the List: Rpt -Talking to – Half of Follow ups – TODAY (Not Shown)
#2 – Date the Prospect’s information must have been updated on.
#3. – The other Criteria (They cannot have been added today, they must be in one of the two lists with the word FAM in the List Name, and Only check in lists with “[P]” in their List Name.)
#4 – Save Button

3. How Many People I Asked The Question About Whether They Would Be Open to Looking At My Product or Business.

#1 – Name of the List
#2 – Date the Prospect’s data must have been update on.
#3. – The List we are processing.
#4 – Save Button


4. Track How Many People I Added To The ATM group (Or Used Some Other Tool) Today.

#1 – Name of the List
#2 – Date the Prospect’s data must have been update on.
#3. – The List we are processing.
#4 – Save Button

5. How Many Follow-Ups Did I Do?

#1 – Name of the List
#2 – Date the Prospect’s data must have been update on.
#3. – The List we are processing.
#4 – Save Button

6. Track How Many New Team Members I Added Today.

#1 – Name of the List
#2 – Date the Prospect’s data must have been update on.
#3. – The List we are processing.
#4 – Save Button

7.Track How Many New Customers I Added Today

#1 – Name of the List
#2 – Date the Prospect’s date must have been update on.
#3. – The List we are processing.
#4 – Save Button

8 Track How Many People Said NO Today

#1 – Name of the List
#2 – Date the Prospect’s data must have been update on.
#3. – Include all Lists with the word NOs inthe List Name
#4 AND Include Lists with the word “[P]” in the List Name.
#5 – Save Button

NOTE: On the Tracking Sheet, Yes or Nos is a total of prospects who were moved to
1. The customer list
2, The Team list
3. Both Lists with the words “NOs” and the word “[P]” in the List Name.

NOTE: Advanced Remember the Milk Reporting – I am a night owl and often work late at night. I have a second set of these Smarts lists. They are identical to the ones described here with two exceptions: 1) Their title starts with an 😡 (i.e. x1, x2, x3, …) and the Date the Prospect was Updated is set to Yesterday instead of today. The only one that is note a simple duplicate with the date changed is the second one. Here is it’s rules.

Note: If you miss a day or two and want the tracking data, you can use the SEARCH method s=described above and identify the date you were interested in. You could also edit the date in each of the Smart Lists and then change them back. Not Ideal, but it would work.

It is important to remember that we are counting those prospects who were modified in a list, not prospects who were added to a list. If you edit existing prospects in a List, they will be counted. There is no way for use to identify the date a prospect was added to a list. (I have talked about a crude work around where you identify those you edited by fiddling with the Due Dates for those prospects.

NOTE: Remember the Milk was designed as To-Do List tool. As is common with these tools, you check off a task when it is completed and the task disappears from the active list. When we use it as a Network Marketing CRM, we do not “Complete” people. Instead we move them from List to List as they move through our process. They end up in one of four Lists: 1) Customers, 2) Team Members, 3) Not Interested – check back later, or 4) Not Interested – I don’t Want To Work With.

Tools for Your Network Marketing CRM

  1. I use a Chrome Extension called “Tab Suspender (memory saver).” What I am showing you here opens a lot of tabs and the extension really helps reduce memory usage.
  2. I use a small free program called QuickTextPaste. This allows me to store common message or links that I use often and retrieve them quickly. (Coming soon will be a post about QuickTextPaste).

We are Finished Preparing the Smart Lists – Let’s Collect Numbers

DMO – STEP 1 Through 5

See the other article.

Step 6 – Moving Your Activity Counts into Your Activity Tracker.

The list step is to do the Advanced Searches or click on the Smart Lists and transfer today’s numbers to your Activity Tracking Sheet. (Or use one of the manual methods)

(Here is an article about using a Google Spreadsheet – one that you can copy from mine – to track your activity. Network Marketing Activity Tracking .)

Now I either run the SEARCHES I described earlier or use the Smart Lists, I described earlier.

Manually Collecting your numbers

You could get a paper and pencil and just jot a not or bump a count each time to do an activity. This has never worked for me. I get busy DOING things and then later remember that I was supposed to pause after every thing I did and record it somehow, Ugh!

Using Facebook Tabs to get your numbers

This is crude, but it can work. You start a process (like finding 5 or 10 new Prospects. with one Open Facebook Tab. When you start working with a new person, you Right Click and choose the “Open in a New Tab” option. If you decide not to add a person, you erase their tab. When you are done, you count the number of tabs.

Remember the Milk Reporting Example of using Facebook Tabs to count

#1 – This a Facebook Page where I do searches and looking at friends, etc. to find a person to consider prospecting.
#2 – When I find a person I right click and open tier profile in a new tab. I delete the tab if I decide not to do anything with that person. Here it looks like I processed 7 people. I might have been answering their messages, friending new people, sending follow up message etc. Whatever I was doing I did 7 of them. Open the Tracking sheet and enter that number before you close the 7 tabs.

#3 – These are other Facebook tabs where I do other things while I am working on the seven. I don’t want to mix apples with oranges.

Collecting Data Using the Remember the Milk Reporting via Searches

You would copy one of the searches show above and paste it into Remember the Milk’s Search Bar.

Remember the Milk Reporting - showing an item that neds to be ignored

#1 – The Advanced Search added to the Search bar
#2 – one item that is NOT a new Prospect
#3 – The total show, You would report 10 (11 minus the one task that wasn’t a prospect).

The rest are very similar to the Smart Searches so I’ll just show you those.

Remember the Milk Reporting – Using Smart Lists to Collect Numbers

Here are the lists and how we use them.

1. How many New Prospects (Suspects) did we add to our List?

Remember the Milk Reporting - example counts screen

#1 – Click on the first Smart List and this screen appears.
#2 – Note that one person has a Due Date due TODAY. That is an error. We set the Default Due date to be today (Since that was our only option other than NO Due Date. We actually want to give the people some time to respond before we go check up on them. I give them a week.
#3 — Hear is the count that we will move to the Activity Tracker Sheet.
#4 – This is another place where you can see how many NEW PROSPECTS have an incorrect Due Date.

Let’s Fix the Due Date

Remember the Milk Reporting - Fixing an incorrect due date.

#1 – We are in the Smart List. That is okay. Unless we change the Person’s List, they will start in the same list they are currently in. (Note: If you ADD a new TASK (Prospect) while the Smart List is the Active List, the new Task/Person will go to the INBOX since that is set as the default list ofr my Remember the List Setup.)
#2 – Click on the person with TODAY as the Due Date. (Note: in the other post, I showed you how to change several prospect’s due date at one time using the BULK Change option. (In the three dots menu right to the lesft of arrow 4.)
#3 – You can see we got the right person.
#4. – Change the Date.
#5 – Close the detail screen with the ‘Close X” link (not shown).

Let’s move that count into the tracking sheet.

Open your Google Sheet. The column with the Number 1 Arrow is the number of new people you added (FAM is Find a Friend, Add Them, Message them). We also put new contacts you asked to friend us, old friends we just started a new conversation with. and people who are talking as a result of a Happy Birthday message. If you find a new person doing face-to-face prospecting, you would add them here also..

Remember the Milk Reporting Annotated shot of the Google Tracking Sheet i use

2. The Second Smart List is not the “Asked the Question” report. It is part of the Follow Up count.

Remember the Milk Reporting Example count screen

This number is part of column 5 in the Tracking Sheet

3. The 3. Asked the Question Smart List

Remember the Milk Reporting  Asked the Question

This number is column 2 in the tracking Sheet.

4. Used the Tool

Remember the Milk Reporting Example Screen

This number goes in the Column with the number 3 arrow on the tracking sheet.

5. Follow Ups After Asking the Question and Using You Tool

Remember the Milk Reporting - Follow Ups

You add this number to the number that is already in Follow Up Column (#5) in the Tracking Sheet.

6 and 7. New Customers and New Team Members

These are done exactly the same as the reports we just did.

The Yes or No Column (Number 4 or the sheet)

You Run the two Smart Lists for the two NO Categories (Those you want to check back with later and those that you never want to work with.)
You add the number of new customers, the number of new team members and the number of prospects in the two NO Lists and enter that into the Yes or No Column *#4) on the Tracking sheet

The Happy Birthday Column

I suggest you do this one by hand. When you send Happy Birthday messages, they could be family members, team members, customers, people tou don’t want to work with, etc. One sub-group is people you are friends with and who might have a conversation with you that leads to talking about your products or your team. It is probably not worth trying to figure out a count of which is which. I suggest you send the messages and count how many you sent.

SUMMARY of Remember the Milk Reporting

  • We looked at the looked at the LISTS we need to use the FAM method of prospecting.
  • We covered Using Manual Method to track Activity.
  • We covered setting up the Advanced Searches you could use to track Activities. This is a form of Remember the Milk Reporting.
  • we covered running the Advanced Searches to Collect the Activity Tracking Numbers. This is another form of Remember the Milk Reporting.
  • Remember that Remember the Milk works on all kinds of devices and they synch their data. You can enter information on your phone later see it on your desktop.

There are lots of other things I can do with RTM.  This just scratches the surface, but it is a pretty good scratch  🙂

Remember the Milk was not designed to be a CRM tool, but Remember the Milk Reporting does let you collect your activities pretty well.

Remember the Milk Reporting allows you to collect the numbers you need to track your activity for each day.

Until next time, you have a Great Day!  Oh Hale Yes!  🙂

Dr Hale

 

 

↓ ↓ If this post gave you some ideas – Go ahead & comment below.  ↓ ↓

 

Hale Pringle
Hale Pringle Ed. D.

Hale Pringle – Hale Yes!

Skype hale.pringle

Email: Hale@HalePringle.com
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