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joshril

Spreadsheet for T/B?

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I'm about to create a spreadsheet to keep track of my prospective T/B's and sellers for that matter... If anyone already has one that works for them and don't mind sharing, I would appreciate it very much!

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One for completed deals?

(I have that)

 

Or just those that you've only talked to and/or emailed?

Rather than a spreadsheet, I simply create folders within my gmail account.

For example, I have folders set up as such:

 

Builders

Buyers

CA/LO Contracts

FRBO

FSBO

Investors

Tenants

 

Whether a seller, tenant, investor, etc. is interested in one of my offers or not, I'll

move the email to the corresponding folder.

I'll then follow up with a reasonable time period.

 

With gmail (if you use that), a simple spreadsheet wouldn't be too difficult

to create, as you can create documents of any kind.

 

I've since started using gmail documents, rather than Microsoft Word/Excel/Spreadsheet,

as I can access my documents and vital information from any computer.

With Microsoft, you're only limited to the computer in which it was saved.

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