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Looking for tips on organization. - sm

Posted: Aug 3rd, 2015 - 12:10 am

The company I work for recently got a lot of new accounts.  We were swamped at first, so I did not organize the voluminous info that came with these accounts very well.  I'm just wondering how others cope with this kind of situation.  Right now I have info in KeyNote (similar to OneNote), Instant Text, and a printed checklist that I can look at quickly.  It is a hodgepodge and not very consistent.  Just wondering what methods/techniques work best for others in keeping several different accounts straight.  I will be very grateful for any info you are willing to share.



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