FMTFMT

Olivia Johnston, Author at FMT

Search Archive
Put That Pen Down! 3 Ways to Save a Tree and Save Some Time
It all begins with an email, phone call or physical meeting.  You scramble, trying to make sure you write down every single detail, but let’s face it!  We can’t possibly write as fast as people talk. I used to think of myself as more of an “old-school” type when it came to notetaking, document management, calendaring, and especially to-do lists.  I had a notebook for essentially everything.   In recent years, I have learned how to ditch the pen and paper and become better acquainted with Microsoft and friends. Here are three ways to save a tree and some time.   Creating the Opportunity in CRM Setting Tasks Setting tasks ensures there is always a future action item to follow through the sales process. Set Reminders Setting reminders allows you to complete follow-ups, document revisions, and deadlines. Calendar Invites/ Appointments Creating these are helpful in that they synchronize to your phone […]
©
2021
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram