I have been using Gmail for the past 5 years and when I saw the newest updates my prayers for a free tool to help track my clients had been answered How to delete a labels in gmail . If you are looking for a system to manage your contacts Gmail is the best free service available. I’ll take you through a few of the techniques I use with Gmail and you can try it for yourself.
The free storage space Gmail has to offer is more than most people will ever need and you will never need to delete an email because you are out of storage. So you can keep all your emails and when you add people to your contact list all email communication between you and your prospect will appear in recent conversation.
First step for this to work is you have to add your prospects to the contact list. I recommend you setting up groups. I use MFF for my Mentoring For Free clients, STB Team for my Network Marketing Team, FB for “real” friends at Facebook, and FAMILY for my you got it my family. Now as you add them to your contacts add them to groups. I have discovered that it is best to set this in the beginning.
Second, when you get an email notice that you have a new prospect open the email at the top you will see the tabs Archive, Report Spam, Delete, Move to Inbox, Labels, More Actions, highlight the down arrow on More Action and you will see a list of seven actions. You want to choose Add to Tasks. (This is a a new function and you do need to add it to your Gmail you can do this by visiting Google Labs and enabling the Task function.)
Now you have set a task to make a call to your prospect. You can add a specific due date and write notes regarding this task. I set a specific date and in the notes I add the time I am going to make the call. The best part about this function is that when you create a task from an open email it attaches a link to the email in the task..