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Organizing Your Client Database
Many agents know they need to organize their database, but they get stuck on how exactly to go about doing that. Should they just put everyone in there with no categories? Just have a category for past clients and nothing else? Should they note whether a client has provided them with referrals? What about if they are part of a niche market? Using Excel, Shauna show you how to put your database together, ideas for categories, and how sort your database so it is usable.