Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Calendar 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 …


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 …


Arrow-Tip #32 Use Meeting Requests to Set Client Expectations

While working with a member of one of my client sales teams this week I was reminded of a little trick I learned years ago to help prevent no shows for sales meetings – use an Outlook Meeting Request as opposed to an email to schedule meetings with prospective clients.

I …


Arrow-Tip #30 Using the Outlook Calendar to Record Mileage

Some of you have may have read Arrow-Tip # 13 Can Outlook Help Me Track Billable Hours which discusses using the Microsoft Outlook Calendar to track billable hours. Thanks to Jim Long of Verge New Media for inspiring me through a twitter post to write about how I also use …


Arrow-Tip #27 Using Outlook to Help Achieve Your Personal & Business Goals Part II

In this Arrow-Tip I will be discussing how I’ve used the Outlook Calendar to help me achieve my goals and I’ll give you a quick update on progress toward my May goals discussed in Arrow-Tip #26

This week, the Outlook Calendar was definitely my friend. Because I’ve over booked myself, …


Arrow-Tip #26 Using Outlook to Help Achieve Your Personal & Business Goals Part I

Every year my family travels with our best friends to the beach for a week. We always have a wonderful and very relaxing time and I want to make sure this year is no different. But there are some goals I want to achieve before our trip at …


Arrow-Tip #25 Want Instantaneous Email, Calendar, Contact and Task Updates on Your Blackberry or TREO

If your answer to this Arrow-Tip title question is “yes” then you may want to consider a mail server solution – even if you are just a one person business. Your next question is most likely “how can you afford a mail server if you are just one person?” …


Arrow-Tip #22 Should You Upgrade to Outlook 2007?

Several clients have asked me about the benefits of upgrading from Outlook 2003 to Outlook 2007 and up until now I’ve pretty much told them the same thing – avoid it if you can. First of all, I always advise clients not to install Microsoft products until service pack …


Arrow-Tip #20 Best Practices for Coordinating Vacation Schedules in Microsoft Outlook

During a recent Outlook training session a question came up regarding the best way to coordinate calendars for vacation scheduling which can be an issue around the holidays and summer time. Here are three options that may be useful depending on the size of your organization.

#1 All Day Even …

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