Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Calendar Category


Arrow-Tip #49 Synchronizing Calendars Between Email Profiles

Do you have multiple email/calendar profiles? If so, you may be interested in this quick solution I’ve come up with for synchronizing my calendars and it will even work with gmail.

Because I work with several Outlook software and coaching clients on Outlook, I usually have at least 4 active Outlook …


Arrow-Tip #48 Transitioning from Outlook 2003 to 2007

As many of my early readers know, I resisted the upgrade from Outlook 2003 to Outlook 2007 for a long time (see Arrow-Tips #22 Should You Upgrade to Outlook 2007).  Since that March 2008 post, Microsoft has released service packs for both Vista and Office 2007 which is always one of …


Arrow-Tip #43 Outlook vs SharePoint: Where to Put What? - Part I

As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email - see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook).  Its taken me …


Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook

For the past few weeks I have been spending about four days a week with my newest client - my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. - a fabrication company that builds ASME code vessels, rolls steel plate …


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 …


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 …


How to View Calendar from a Meeting Request

Select the meeting request item in your Outlook Inbox. The meeting request should now show up in your Outlook Reading Pane (if you don’t have your reading pane visible, go to View/Reading Pane and then select either Right or Bottom from the sub menu - thumbnail print below).

In the …


How To Open Up a New Instance of Outlook

From time to time you may want to be able to easily toggle between Outlook folders or view two at the same time. You can have more than one Outlook window at the same time by right clicking on the folder you would like to Open an additional Outlook …

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