Track Submissions: For Representation

Are you submitting to Agencies/Management Companies seeking representation? Do you want to track these submissions, your follow-ups and what their responses are!

OF COURSE YOU DO!

With PerformerTrack it's easy!

To Track Submissions For Representation do the following:


STEP 1) Click to the "Contacts" section
ContactsTab.gif

STEP 2) Add the Agent/Manager who you are submitting to as a Contact
ContactPage-AddAgent.jpg

STEP 3) Once you are inside inside that Contact's Contact Page you may want to further specify who this Contact is by associating a "Contact Type (Secondary)" to them.

For example: "Target List Agents", "Target List Managers", "Target List Commercial Agents", etc..
ContactPage-SecondaryList.jpg

This will allow you to do a Search easily in the future of your Contacts who happen to be Agents/Managers in a specific "Type (Secondary)" list you are targeting or submitting to so that you can do a Targeted Mailing, E-Mail Send, etc..

STEP 4) In the lower right-hand corner of the Contact Page click on the "Add Appointment" button

ContactPage-Add-Appointment.jpg

STEP 5) Add an Appointment with the "Appointment Type" set to "Submission" that specifies when you Submitted, what you Submitted, how You Submitted, etc.. (Hint: If you sent a cover letter why not Copy the text of that cover letter and Paste it in the "Notes" area!)
ContactPage-Add-AppointmentDetails.jpg

STEP 6) When you SAVE the Appointment the details of that appointment automatically are sent to your Calendar Section and that Contact's History Folder. Isn't that cool?!?!?
ContactPage-SaveAppointment.jpg

STEP 7) After you finished creating the "Submission" as an appointment, why not add a new Appointment to Schedule a Follow-Up in 3-6 Weeks?!

ContactPage-Add-Appointment.jpg

That's it!

PerformerTrack's Contact section will really keep you on top of who you are submitting to, what you are submitting and scheduling timely follow-ups!

 

 See Related Content:

"Track Submissions: For Projects"

 

 

 


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