Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Add-ins Category


Arrow-Tip 55 Keep-in-Touch with Your Contacts

One of our HuntressPro customers recently asked if there was a “keep-in-touch” feature in HuntressPro to allow him to schedule call backs at regular 30, 60 or 90 day intervals.  Making regular call backs to existing or potential customers is always a great idea and we’ve seen it implemented especially well by our …


Arrow-Tip #41 Outlook Plug-Ins Take Three

In Arrow-Tip #23 I talked about Outlook plug-ins that may help increase your efficiency. That post was so popular that I decided to expand on it in another post called More on Outlook plug-ins back in April of last year. Well a lot can and did happen in …


Calling for Beta Testers

OK, this is it! We are finally ready to start HuntressPro 4.0 2003, 2007, XP and Vista version beta testing! Now all we need are a few more beta testers. If you are interested and can spare 3 hour stretched over a one month period (1 hour initial …


Arrow-Tip #35 Managing Inbox Overload Part III

So now that you have deleted the junk and filed the information only emails, its time to tackle the emails that require action. Yes, this part takes a little more time, but the longer you put it off the more likely you are to miss important deadlines or let …


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).

The appointment item will then open. Click on the Invite Attendees to transform it into a meeting request …


How to Create a New Outlook Item from an Email

Select the email from your Inbox and then drag it over the folder in your Outlook Navigation Pane that contains items of the type you would like to create. For example, if you want to create a task item, drag the email to your Tasks folder or the Tasks …


Arrow-Tip #34 Managing Inbox Overload Part II

Now that you’ve done some of the no brainer clean up from Arrow-Tip #33, its time to address the emails that need to be kept, but don’t need a response. In order to deal with these emails, you need a place to put them. My best analogy for …


Nice Post on Outlook Add-ins

Check out Two Outlook Add-ins You Can’t Ignore by my friend Mark Schmulen President of NutShell Mail - I tried the YouSendIt add-in after reading it and find it is pretty good for attachments under 100 MB. And look for a post from me during the next week regarding …


My Twitter Strategy

There have been a plethora of blog posts regarding Twitter.com that have come to my attention over the past few months - I’ve even written a couple. Everyone seems to be feeling their way around the Twitter world and wondering how to get the most value without being sucked …


More on Outlook Plug-Ins

I have gotten such great comments from Arrow-Tip #23 Could a Plug In Increase Your Outlook Efficiency that I thought they would make a nice post of their own. Also, one juicy piece of news has been circulating since Arrow-Tip #23 was posted - Microsoft has supposedly signed a …

« Older Posts