How to run all Real Estate CRM info from one page in Outlook
Since the response has been so tremendous from my last 2 posts, I thought I would expand further on how to set up Outlook to run your whole Real estate CRM. I have found that to save time I wanted to view-and access all my custom contact info in one page.
I'm a visual guy so here is a picture of my custom form to show you all info is on one page for me to view:
In my Prospect Plan sectionyou can see all the different pages "Buyer" "Seller"...accessible from my one page.
Here is how to do it
Step one In Outlook choose Tools>Forms>Design a form> ( I am assuming you have read my first blog on how to set up a custom form to run your business....http://activerain.com/blogsview/406292/Outlook-can-run-your )
Step two click "Control Toolbox"
Step three in control toolbox click "Multi-page" and place in your custom form where you want it. It should look like this:
Step Four -How to Change page names->left click over "page 1" to highlight then>right click>rename>type in name you want this page to be>click ok
Step Four- How to Add more pages>left click over last page to highlight (in this case page 2) >right click>insert> then rename to what you want( step four)
Repeat as necessary
Hope this helps. I will be offering a FREE web conference on using Outlook to run your real estate business. Any one interested, please email me...I will let you know date, time and link to see how to customize outlook forms live...
www.manainvestments.com Investing in Canadian real estate since 1989 in the Barrie, Orillia, Georgian Bay, Midland Collingwood and the Muskoka's.
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