Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Contacts Category


Outlook 2010 – It’s a Love Hate Thing Argh!

I upgraded to Office 2010 earlier this year when I purchased a new PC and have been adjusting ever since. At first, I didn’t see much not to like (other than having to find a few things again). But then, disaster struck – Microsoft removed on of my …


Guest Post: How a Genealogist Uses Outlook to Manage Her Activities

When my new twitter pal Alex Coles tweeted several great examples of how she uses Outlook to stay organized for her favorite hobby genealogy, I asked her if she would create a guest post for Arrow-Tips readers.  You’ll notice a few points that I’ve made in past Arrow-Tips (great minds think …


Arrow-Tip #63 Outlook Has a Journal?

Probably the least well know not to mention the most misunderstood folder in Outlook is the Journal folder.  My new twitter pal Veronica inspired me to put together this post on my top 5 favorite uses for the Outlook Journal folder.

#5 Tracking MS Office Document Time

Did you know that once …


Arrow-Tip #62 Maintaining Inbox Zero

I’ve talked a lot about attaining Inbox Zero in the past couple of months, but what are some of the biggest challenges to maintaining it? Vacation or the occasional work or personal crisis are two situations that can lead to temporary setbacks, but again those can be overcome with some …


Arrow-Tips #59 Categorize Your Contacts

This Arrow-Tip was inspired by Mashable.com writer Dan Schawbel in his June 3rd post HOW TO: Organize Your Contacts for Networking Success – thanks, Dan!  He has some great tips in the article especially regarding capture of social media contacts, but one of my favorites is the concept of taking the time …


Professional Women’s Network of Houston Presentation

A big thank you to the ladies of the Professional Women’s Network of Houston for inviting me to speak with them about tips for using Microsoft Outlook to work more efficiently.  I thoroughly enjoyed this group and have posted my presentation to them on slide share.  I have also summarzied some highlights from my …


Arrow-Tip #55 What Is Your Sales Checklist?

As a nod to my husband’s great post on using a check list to help our son get organized, I decided to resurrect this draft post regarding using a sales checklist that I started back in 2008.  Interesting side note: my original post was inspired by an article listed in a …


Arrow-Tip #54 Top 5 Benefits of Reaching Inbox Zero

This Inbox Zero thing just gets better and better – I didn’t realized how much I’ve missed it!  For those of you who think it is an impossible achievement – I’ll be announcing some very exciting news real soon so stay tuned.  In the mean time, here are my top five reasons …


How to Synchronize SharePoint Contacts with Outlook

You can create a contacts folder in Outlook that mirrors any contacts folders on SharePoint and then keep the data synchronized between the two.  You will not be able to synchronize with your main Contacts folder, but this feature is nice for company lists that don’t all need to be …


Arrow-Tip #52 Don’t Accidentally Archive Your Inbox

Ah, almost 2 weeks maintaining Inbox Zero status and it feels great!  So great in fact that I decided to go back and clean up some other folders as well.  While reviewing my archive folders, I found to my utter mortification that some of my active email correspondence from about a …

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