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Find a CRM (Client Relationship Management) System that Fits Your Needs

Stephanie LH Calahan

All of the contact information that you want is in one place - emails, faxes, appts, tasks, file attachments.  Date and Time based task lists with daily agenda and tasks viewable in the office or on the road. Smooth integration of sales and accounting reports with your accounting system or even automated billing.

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Do Bad Bosses Breed Bad Bosses?

The Office Professionals Place

and tells you that he needs a report by 10 a.m. This is not a simple report and you will probably need to come in early to have it completed on time. He can be a bit unorganized (those last minute report requests) but he lets me run my own projects without all that micromgmt crap! If possible submit the plan in writing.

Filing 100
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Major Meltdown in Time Management - Tips to Avoid it Happening To You

Stephanie LH Calahan

After all, nobody wants to write down "Wasted 90 minutes in Facebook” instead of writing that client report! List Tasks (example) a- Plan Agenda b- Billy Bob’s Review c- Draft budget report d- Clean out my inbox 2.     B Which is more important: “a-Plan Agenda” or “c-Draft budget report”?

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106 Thoughts on Overcoming Overwhelm in a Freaked-Out World

Stephanie LH Calahan

Create email folders same as you would for word doc and paper files. Review your tickler file, "to do" lists, Outlook tasks, or whatever you use to track your action items. " If I miss a deadline, if I don't return a call or email, if I haven't finished that report - will it kill anyone?

AT&T 100