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How To: Avoid Duplicate Entry in JibberJobber

September 22nd, 2016

Recently a user said, about JibberJobber (or really, any CRM): “it just takes too much time – I can barely remember to copy JibberJobber…”

In other words, the user is saying he doesn’t like to put infomraiton somewhere, and then have to remember going into JibberJobber and putting it in there, too.  In the CRM world this is called “duplicate entry,” and it really is a pain.

That is why we created the Email2Log function, which is part of the premium features.  Here are two scenarios:

Yucky Scenario

Okay, this isn’t totally yucky… but it is the way that requires more work, and more thinking.  It’s the same thing you would do with any system… a spreadsheet, a CRM, a spiral notebook.

You send someone an email saying “nice to meet you, can we meet for lunch on Friday?”  After you send the email, you go into JibberJobber and see if the person has a Contact record. If they don’t, you add it, and then you add a Log Entry to that Contact record.

This is “no big deal,” except for the fact that it takes more work (it is duplicate entry, since you put info in your email, and then put info into JibberJobber).  Sometimes you’ll do the JibberJobber entry when you have time, which for me means never.  It’s just mental clutter that nags at you. Who needs that?

This way works, but there is another way…

Delightful Scenario

You send someone an email saying “nice to meet you, can we meet for lunch on Friday?”  This person is not in JibberJobber, but don’t worry… you don’t even have to open JibberJobber to add the information you want to add.

In your email to that person, simply put your Email2Log email address so that when you send the email to your new contact, it also goes to JibberJobber… where we parse your email and (a) create a new Contact record (if we can’t match the recipient to an existing contact), and (b) take the email and make it into a Log Entry on that record.

Better yet, if you have multiple recipients, it does the same for each one (if the recipient correlates to a Contact record, then put the Log Entry on the existing Contact record… and do not create a duplicate Contact record, OR, if there is no Contact record, then create a new one). If you have 20 recipients on an email, it will do all of this, automatically, for you!

Better yet, you can create Job records and Company records, and even Follow-up (or, Action Item) reminders, all from your email.

This is very powerful, and helps you focus on doing a job search, and not populating a database.

Here’s the Email2Log getting started tutorial:

Here’s the Email2Log advanced tutorial:

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