Best Practice: Paperless

Store any and all documents for every lead/prospect/client on the H Drive within our network.  Start by creating an electronic folder called "PROSPECTS" then create corresponding folders with the "DBA NAME" within this folder.
Next, name each document within each DBA with logic.  Examples:  Statements, Bid Models, Cost Comparisons, Paperwork, New Product Add Forms, Emails (either sent or received) that you have converted to PDF, Cost Comparisons, etc...
Naming Conventions are extremely important as you may need to use the "Control-F" or Find feature on your PC in the future.  The more detail that you include relates to a higher probability of finding your document.