Best Practices for Using Microsoft Outlook from a Sales Perspective

How to Use SimplyFile to Create an Appointment from an Email

Its pretty straight forward – select the email that you want to create an appointment item for and then click the Schedule It button on the SimplyFile tool bar (see thumbnail below).

SimplyFile Schedule It Button

The appointment item will then open. Click on the Invite Attendees to transform it into a meeting request and the sender’s address will automatically be populated by SimplyFile.

appointment created by SimplyFile

The question you are probably asking is why would I use SimplyFile for this task instead of just dragging the email over the Calendar folder to create an appointment item. The answer is that believe it or not, this tool really does save time and make you more efficient – once I started using it, I couldn’t live without it.

This post was written by MistyKhan and published on December 7, 2008 in the following categories: Add-ins, Calendar, How-To's, Inbox, Inbox Zero. You can leave trackbacks on this post at this address. To follow the comments on this post subscribe to the RSS feed.


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