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The Best Ways to Use CRM Forms

Jen Lawrence

These can be contracts, sub-agreements, questionnaires, lead capture forms, proposals, and more. Internal Onboarding Notes. Then you can save the form to their project privately for your records or send it to your client to contribute to. Project Punch, Change, or Approvals List. What do I mean by “forms”?

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The Future of the Administrative Profession

Office Dynamics

By Joan Burge, Founder and CEO, Office Dynamics International. It’s important to recognize the difference between surviving and thriving, because the key to success is available to those who successfully manage to cross the bandwidth between the two. They can be project managers, ambassadors of their manager’s vision, and more.

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Riding that Job Wave

Who's the Real Boss?

It’s a given though, that as the years have gone by that they have obtained more experience, and been exposed to greater responsibilities, as they’ve developed internally. So treat it like a sales proposal on yourself. But I know that this is a generational thing that can be hard for the older generations to grasp.

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The Path to Chief of Staff Whitepaper

Admin Awards

How do you make the transition internally? – If you really think you want to do this role, you have to be ready to take on a number of projects and issues at any given time.” 3: How do you make the transition internally? Topics covered included: – How do the roles of Chief of Staff and Executive Assistant differ?

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