Any tips for keeping track of to do list and important notes across multiple deals at once? I feel like I am stuck doing a mix of pen and paper, outlook email drafts and using software which then becomes more difficult to aggregate or prioritize.

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OneNote. One notebook per deal, one tab per work stream. Add to-do checkmarks that sync to Outlook if you like that. Use the feature to drop in meeting details on new pages to keep track of call notes. Create a method and stick to it.

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I use pen/paper and one note. Pen/paper to write down my to do list for the day & one note to keep running notes/important info. In one note I have a separate section for each recurring client, one for admin, one for each year, and one for other important info. Within each section I have a page for each deal and then sub pages as needed. Some deals are simple and don’t need much, others are more complex and have many work streams so a few pages.

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I have a paper notebook with columns for each deal with key status/due dates/ pressing to dos and deadlines

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