Are you naturally organized like Marie Kondo? Or are you unconsciously avoiding the piles of to-do’s that require sorting? Stop spreading yourself thin between all the chaos of forms and documents in SAM, or worse, piles paperwork and invest the time in getting your SAM system up to date with all you need in order to be more effective.
During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.