KEEPING TRACK OF BROKERS AND THEIR DEALS

How have people been keeping track of both the brokers they have spoken with and their respective deals? I've seen services that scrap deal sites but sometimes the same broker lists different deals over time and you end up reaching out to them a few times. I've thought about using my regular CRM (Zendesk Sell) but it still seems inefficient and not the best fit to keep track of who you spoke with and what you thought about their deals.



share: