Make Your Relationship Manager Work with a Little Customization

Ready-made... Plug and play... Off the shelf... 

Who doesn't like fast and easy?

But what about the hard work we do because we continue to "make do" with our work-around methods? Importing contacts, adding details, and organizing them might take some time and effort. Consider, though, how much time you spend writing notes when you're away from your computer then transferring those hand-written notes to your contact management system. Or how much time you spend looking for that little note you jotted down and can't locate when you need it.

Some applications, the names of which we won't mention, do create a lot of unnecessary work for users, but what an app like VIPorbit mobile relationship manager requires in its initial setup, it makes up for in the time, effort, and energy it saves users on a daily basis.  Whatever system you use, you owe it to yourself to take advantage of the customization options. 

While VIPorbit Mobile Relationship Manager apps work the moment you download them from the iTunes App Store, there are lots of ways to customize them according to your specific industry or personal use. Last week, Mike Muhney hosted a webinar demonstrating many of the ways VIPorbit can be customized:

• Creative Orbit Uses (organizing your contacts in meaningful ways, both temporary and ongoing)
• Custom Fields to track the information important to you and your business
• Pick Lists by Activity (Calls, Meetings, and To-Do's)

Seasoned VIPorbit users or just in the research phase, attendees had the pleasure of an inside look at the powerful customization options available and those actually in use by its co-founder.

BONUS:

Several users requested a copy of Mike's Activity Regarding Pick Lists, so we decided to share them here:

Also, we have uploaded the Webinar recording to the VIPorbit YouTube channel.
Click here to watch now, or bookmark for later.

In case you missed the earlier post, Mike shared his personal list of Orbit names, too!