Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Inbox Zero Category


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 …


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 …


Arrow-Tip #33 Managing Inbox Overload Part I

Inbox overload – we’ve all experienced it and once you get there, its easy to get trapped in a downward spiral where before you know it your email count goes from 100 to 1000. Never fear, this arrow-tip will be the first in a five part series this week on …


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 …


Arrow-Tip #4 Don’t Use Your Inbox as a Data Repository Part II

One of the great benefits of using a database (like Microsoft Outlook) is all the different ways you can slice and dice your data. For example, say it is time to start beefing up your staff and you want to find all the contacts in your database that are recruiters. …


Arrow-Tip #3 Limit Your Inbox to 15 Items or Less

So how many emails are currently residing in your Inbox? Not in a sub folder mind you, I’m talking in your main Outlook Inbox. If you are a typical email user, chances are that you have way more than you should. Want to get a feel for where you stand …


Expert Emailer Survey

Want to get a feel for where you stand on the email management scale? If you are brave you can try our Expert E-mailers survey and see how you rate. You may also want to check out Arrow Tip #3 Limit Your Inbox to 15 Items or Less afterwards.

Take the …


Arrow-tip #1: Don’t use your Inbox as a data repository Part I

When was the last time that you called someone from your smart phone only to reach the wrong person on the other end of the line or even worse get that ear piercing tone followed by a message stating the number is no longer in service? And then somewhere in …

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