Portfolio Tracking
Blinkbid has a nice feature that lets you easily track your portfolios.
Tell Blinkbid you sent your portfolio to a client.
Click on the Has My Portfolio button in the button bar and you'll be asked whether your portfolio was requested by the recipient.
The event is now in the notes field of that contact.
The Has My Portfolio button is now highlighted yellow.
Track your portfolios.
To track your portfolios click the Portfolio Tracker button in the Address Book window. You'll be taken to the expanded view of the Address Book and presented with a list of the contacts who are flagged as having your portfolio.
When your portfolio comes back.
Click in the contact that returned your portfolio in the portfolio tracker list. And then click on the yellow Has My Portfolio button. You'll be promoted as to the status and that info will be put in the contact's notes.