Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Add-ins Category


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 …


How to Get Back a Lost Outlook Plug-in

From time to time Outlook plug-ins can some times get disabled if Outlook crashes or they may still be enabled, but may not load if Outlook is not completely leaving Windows memory upon exiting. Here are two potential ways to get your plug-in back in these scenarios.

1. Check to …


Arrow-Tip #24 Reducing Attachment Size to Speed Up Outlook

More and more clients are experiencing issues with the size of their Outlook mailbox which can lead to corrupted data and very slow performance. One of the largest hogs of mailbox storage space is taken up by attachments so that is one of the first places I usually look …


Arrow-Tip #23 Could a Plug In Increase Your Outlook Efficiency?

When my friend Josh Tabin President of Mosaic CFO and co-Author at StartUp Houston asked me to write a blog post about my favorite Outlook Add-ins I was only too happy to oblige. The only problem is that I really don’t use that many Outlook Add-ins so I recruited …


How to Track Your OutTwit in a Separate .pst File

I started using OutTwit which is a Microsoft Outlook plug in that allows you to manage your Twitter activities from Outlook last week and so far I really like it. One issue that does concern me though is that if I let my OutTwit folder go for a few …


Arrow-Tip #21 Let Your Business Process Determine How You Use Outlook

You can install the best software in the world, but it won’t do much for you if you don’t have a good business process behind it. Microsoft Outlook is no exception – even if you just use it to manage your email. And if you use Outlook and …

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