You’ve just received your Client List from Title or your Broker, and you are excited. You are ready to go!
You open the Microsoft Office Excel spreadsheet that is your Client List. Now what?
Use this step-by-step illustrated guide to walk you through merging the contact information in your Client List into form letters, e-mails and more.
Use this guide with Microsoft Office 2007, 2010 or 2013. More
Get Organized. Get More Business! Real Estate Agents Who Are Organized Have More Business Than Those Who Aren't
Here's the first place you can start.
˃˃˃ Your Client List If you are like a lot of Real Estate Agents, you receive your client list from Title or your Broker in a spreadsheet. Most of the time it's Microsoft Office Excel.
You are excited and ready to create brilliant form letters and fliers, creative labels, and informative e-mails.
If you are like a lot of Real Estate Agents, learning how to use Excel wasn't a priority... until now.
Your client list is huge, and it’s ugly. It might or might not be formatted correctly. The order is somewhat questionable.
˃˃˃ What Do You Do? How do you take the information from your Client List and apply it to your communications? How do you extract just a portion of the list and leave the rest? How do you personalize form letters and e-mails? How do you do all of that and still have time to run the face to face client side of your business?
˃˃˃ Organize Your Client List This step-by-step illustrated guide will answer the questions above and more.
Buy a guide for yourself. Buy a guide for your assistant.
For use with Microsoft Office 2007, 2010 and 2013.