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

Stephanie LH Calahan

Finding the right CRM software/system -- like many purchases we make for our business -- is not always simple and I'm sure that I can't solve this question in one blog post. single entry from my mobile phone, online or via my email  integration with social media (e.g. vs accessing the web version on the smart phone.

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Who Called? Use A Phone Call Log!

Professional Assistant Blog

Use A Phone Call Log! By The Professional Assistant on Thursday, October 09, 2008 Filed Under: MS-Excel , Organize , Productivity D o you find that when you receive phone calls or voice mail messages, you cant remember who called, what time they called, who they were trying to call, etc? Home About Me Advertise Who Called? Whats next?

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Make No Mistakes With Meeting Request Attachments in Outlook 2007

Professional Assistant Blog

Your boss calls you up and tells you that you need to add an agenda to this meeting, but you don’t want everyone to get the meeting request again and have to accept/decline it. Trust me, people start to get irritated when this happens over and over again.

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How to Hold Effective Meetings

Professional Assistant Blog

Plan out an agenda of all points that will need to be discussed. The Timekeeper would make sure each topic is covered within the amount of time mentioned on the agenda. If the person isnt responsible for any of the items discussed in this meeting, dont invite them. Delegate a person to be a a Facilitator, a Timekeeper and a Scribe.

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Avoid Conference Call Catastrophes

The Office Professionals Place

It is impolite to blurt out or cut people off, you wouldnt do it in an in person meeting, dont do it on a phone call. Always start on time and do your best to end on time by following the agenda and "table" topics that require more discussion. Distribute the agenda/handouts prior to the meeting. Start on time and end on time.

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Planner Or Tickler (1-31) File? - How to Use Both For Optimal.

Stephanie LH Calahan

First of all, there is not a perfect tool or a perfect system. So, this answer is based on my experimentation with the two main tools the question above refers to - a planner and a tickler file system. Anchor your system one place or the other, whichever seems most natural to you.

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

Stephanie LH Calahan

List Tasks (example) a- Plan Agenda b- Billy Bob’s Review c- Draft budget report d- Clean out my inbox 2. Compare tasks and put a check mark next to the higher Priority task: a to b then, a to c and then, a to d b to c then, b to d c to d Using the example above: Which is more important: “a-Plan Agenda” or “b-Billy Bob’s Review”?