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Fundamentals
Fundamentals
Learn the basic ideas behind Outlaw Practice
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14 articles in this collection
Written by
John Margaglione
Writing Notes
How do I take notes in Outlaw Practice?
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Written by
John Margaglione
Updated over a week ago
What are Red Flags?
How can I use red flags to help me weed out bad (potential) clients?
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Written by
John Margaglione
Updated over a week ago
Tasks
What are Task Tempates?
How do I create a reusable task?
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Written by
John Margaglione
Updated over a week ago
What's in a Task?
What do all of the fields in the Task do?
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Written by
John Margaglione
Updated over a week ago
Why aren't tasks and time entries separate?
Most products have separate tasks and time entries. Why is this a bad practice?
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Written by
John Margaglione
Updated over a week ago
What are Impact and Urgency?
Knowing how a task impacts your firm determines its importance
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Written by
John Margaglione
Updated over a week ago
Marketing
What is a Campaign?
Marketing Campaigns are the places you spend your time and money to advertise your services
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Written by
John Margaglione
Updated over a week ago
Sales
What are Milestones?
What are sales milestones, and how do I use them?
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Written by
John Margaglione
Updated over a week ago
What is a Lead?
A lead is how we track potential new clients, from first contact through funding of a retainer
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Written by
John Margaglione
Updated over a week ago
Contact Management
What is a Contact?
What is the difference between a contact and a client?
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Written by
John Margaglione
Updated over a week ago
Analytics
Estimation Accuracy Chart
How good is your team at estimating their time?
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Written by
John Margaglione
Updated over a week ago
Time by Activity Type Chart
Break down your time by activity for a more granular view of time spent
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Written by
John Margaglione
Updated over a week ago
Time by Category Chart
Quickly see how your employees are spending their time
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Written by
John Margaglione
Updated over a week ago
Billed and Collected Chart
Easily view billed and collected information per user
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Written by
John Margaglione
Updated over a week ago