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Which Calendar Should I Use? Part 6 of 6
Easy answer! Your CRM's Calendar! You use your CRM's calendar exclusively to originate activities and calendar items. Why? Because it’s the only way to build a consistent, cohesive history of your interactions with your contacts and properties. You can view them anywhere you like, but you need to originate them in the CRM.
One of the most important aspects of a CRM is that you are building a relational database. What that means is that contacts, properties, appointments, To-Do's, emails, notes and more, have relationships with each other. The goal is to have all of your information on a contact, listing or transaction in one place. This makes retrieval, dissemination, and reporting easy and fast. In most cases, the state requires that you retain all your emails, notes, correspondence, and other information with regards to a transaction. Do you? If so, how many places would you have to go to get it? Can you find it all?
The information in your relationships is built over time. It starts when you add the contact information. Then you get your first email from them and you store it in their contact record. Eventually you make a note in their record about a conversation you had with them. Hopefully at ... more

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