Home Store CLIENT ACTION MANAGER What this spreadsheet does: It helps you to keep on top of staff and client tasks. Who this is ideal for: Anyone who goes ‘off script’ with their tasks and client communications and a CRM can’t keep up. Why you need...
Home Store REMOTE TEAM WORKLOAD MANAGER What this spreadsheet does: It enables you to assign tasks to staff, while keeping an eye on all the assigned tasks in one place. It also lets you regularly and easily consolidate what staff have done with your default task...
Home Basic Range STAFF TASK SCHEDULE What this spreadsheet does: It helps to assign various tasks to various staff while monitoring them all. Who this is ideal for: Any businesses where a number of staff are working on a number of tasks for various clients. Why you...
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