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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52
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How to handle remote employee time tracking

BMT Office Administration

Now in 2023, it’s projected that 25% of the workforce will engage in remote work in one form or another. While that’s great news for employees who enjoy the increased flexibility of working from home, it poses a significant challenge for managers.

Payroll 52
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Feeling unappreciated?

Practically Perfect PA

but then I put the Practically Perfect PA survey out there. I wanted to share some of the survey responses with you today. I sometimes would like to be a project manager or be able to take decisions. Even my own mother thinks I merely answer the phone and type a few letters. I was trying to ignore them.

2014 100
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Experience vs. a university degree part two

Practically Perfect PA

A few months ago I asked the Practically Perfect PA readers if they could complete a survey for me. The survey asked if assistants feel that having or not having a university degree has made a difference to their career path. At a previous employer, an Admin had just achieved her BSBA and applied for a Project Manager position.

IAAP 100
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9 Useful Tools for a Small Business to Manage Work Better

Small Business CEO

You can also use it to create many different kinds of forms such as for orders, meetings and customer surveys. Basecamp is one of the leading project management solutions for a small business. PandaForm is a great tool which can help you centralize all of your business data into one single database.

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106 Thoughts on Overcoming Overwhelm in a Freaked-Out World

Stephanie LH Calahan

Use the notebook for everything you want to keep track of: to do lists, grocery lists, client meetings, phone calls, dreams and goals. Pick a half-dozen little items that can be completed in 5 minutes each or less (an email you need to send, a phone call to make, something to look up on the internet.) a 6x9(ish) spiral notebook.

AT&T 100