There can be a love/hate relationship when getting a new phone. Why? Because we love to get something new and shiny, but we hate the work of setting it up, the changes we must go through, and the pain of learning new technology.
Remember when you were a kid and got that new toy only to find out it took an adult a few hours to build or set up? We all have been there, so here are a few tips I found helpful and wanted to share with all of you!
Step 1 – Organize your contacts.
Get organized or go home. This is such a simple task, yet we fail to do it. Start by making two groups, yes I said TWO groups. You do not need to waste your precious time managing and filtering 30 groups on your phone (e.g.: tenants, investors, etc.). If you want granular detail, purchase CRM Software for CRE and you can do just that. Make the first group Business and the other group Personal. Now go through your contacts and select a group or groups they belong to. I do this while my coffee is brewing and stick with just doing 10-20 contacts at a time, no rush.
Step 2 – Select a calendar that will work across all platforms.
Finding a good calendar is easy, because most, if not all smart phones have them built in. I currently use the calendar and email built into my phone (Galaxy3s) and it was simple to setup, all I did was enter my email info [email protected] and my password and it synchronized from my current email/contacts/calendar (which is Outlook Exchange), but other email providers should work the same.
Step 3 – Decide what online photo storage system you prefer to store your images on and get the account setup.
There are many places to store your pictures, so choose one that works best for you. I have a Flickr account to share photos with my family and friends and I also save them to my SD card. Setting these accounts up is a snap and it is free http://www.flickr.com/. When it comes to business and using images over and over for marketing you should consider Dropbox, Google Drive, or one of the many others.
Step 4 – Organize all of your passwords and logins so you are ready to lock and load ’em.
This is one of the most important things to do. Think back to when you were a child and ran home from school only to find out you forgot your key and were at the mercy of someone else to come home and unlock the door. While the misery of porch confinement until Mom or Dad got home seemed like a big deal as a youngster, I am sure a password issue that was business related at this stage in your career could have far more detrimental results should you miss a sale/appointment. Go to Google and search “password safety” along with your phone brand and you will find plenty of apps to help you store your passwords.
Linda Day Harrison, founder of theBrokerList says, “My method is by using my own clues. For instance I will say http://thebrokerlist.com – Linkedin (that means I used Linkedin to log in) or https://blog.thebrokerlist.com usual + hybrid (now usual means something to me as does hybrid, but nobody else would know).”
The concept is that you create a format for all of your passwords and keep that format in an app like Evernote, or some other tool, which could be as simple as an Excel document. The point is that you store the passwords without storing the actual password. She also has paper versions of it as a super backup or in the event of all else failing. While admittedly not being a fan of paper, Linda knows some things are just too important not to be put to paper from time to time.
Step 5 – Make a list of all of the apps you may want to add to the new phone OR depending on the phone operating system, make sure those apps can transfer over. There is nothing worse than finding out your new phone does not have the same apps you have been used to using all along, or that their functionality isn’t up to par.
Make a list of 10 apps and why you need them. Do not forget about something fun or enjoyable, like Angry Birds! Look at the reason you choose that app and make sure it does not overlap with an app that already has that feature. Then make a few groups, e.g.: Business (Yahoo Finance), Games (Angry Birds), Personal Finance (Banking App), Social Media (LinkedIn). Next download and drag the apps into the specific folder/group!
For Apple and Google users, please note that your account will synchronize from iTunes, or The Play Store, and it makes life a lot easier if you are staying within the same OS.
Hopefully this five step plan helps you love your phone that much more and hate it less! Tell us what smartphone apps you use or suggest! We love to hear from you!
Source: REA Blog