
Learn the basics of Evernote fast with beginner guides, tips and tutorials, including 11 quick videos for new users and getting started guides for Windows and Mac.
Learn to set up and use template 1 in Evernote for business contact tracking, including creating a CRM notebook, building tables for logs, to-dos, docs, and info, and customizing views.
Duplicate template 1 to create new contact notes in the CRM notebook, rename them, and link each contact name to its note for fast, searchable contact management.
Apply template 1 workflow in evernote to manage a contact's note, add basic fields, log calls and meetings, and attach documents.
Email from Evernote to contacts directly by creating a note link to an email address, then sending through your default mail app for faster communication.
Use this cheat sheet for quick reference when entering contacts using Template 2.
Choose between template 1 for quick contact setup and template 2 for long service logs, tailoring to your needs; upcoming advanced Evernote features will enhance the Evernote CRM.
Assign contacts with tags in Evernote by selecting a contact, applying customer or lead tags, and pressing return. Create tags from the tag bar and delete tags when needed.
Tag and organize contacts in Evernote by residential, commercial, vendors, and leads to view groups quickly, then double-click tags or drag them to shortcuts for instant access.
Sync evernote reminders with your calendar using the evernote calendar connector. Create a connection, select your calendar, and attach notes to events for quick access across Google Calendar and others.
Link Evernote for business with Google Docs, Google Sheets, and Google Slides to create organized, linked documents with one-click access; learn copy, paste, and note management, plan an admin panel.
Share notes or notebooks with others using the share options, set permissions (view, edit, or edit and invite), chat within shared notes, and use public links for viewing only.
Be Sure To Watch The Promo Video For This Course For All The Details.
As a working professional you’ve got a lot to manage and juggle.
Things like:
It can be a real challenge to organize and manage all this information.
You’ve got a price sheet in one folder, that contract in another folder, contact information in gmail, appointments on your calendar, and more.
Needless to say, part of your daily routine is just trying to stay on top of all these moving parts.
Let me tell you there is a better way to organize this information.
The secret is having one central hub:
A way to bring all these moving parts into one central place.
All right from your fingertips, with “fewer keystrokes” and LESS THOUGHT.
Let me introduce to you Evernote:
A practical solution that makes juggling and organizing this information easier and more efficient.
Now look, out of the box Evernote is a great tool. However, the problem with Evernote is you have to create a system inside it.
Some way to transform it into a customized, personalized machine that does all the heavy lifting for your working life.
And that my friend is exactly what my course is about.
Inside my course, I will show you how to unlock the hidden power inside Evernote.
You’ll learn how to:
The good news is you don’t need any computer programming superpowers to create this system. Evernote is simple to use and this entire system is created right inside Evernote’s free version.
If you can follow basic step by step instructions, you’ll be harnessing the hidden power inside Evernote and putting the program to work for you.
You can try out the course risk free for 30 days to see if it works for you. If for any reason this system does not make your working life easier, you'll get a prompt and courteous refund (no questions asked).
So click the big green button at the top of this page that says, "Take This Course."
And skyrocket your efficiency and productivity today.