Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Inbox Category


How to Prevent an Outlook Folder from Archiving

Some folders contain emails that you may need to reference on a regular basis even after they see their six month birthday.  There is a setting for those folders which will prevent Outlook from archiving any items within them or you can set the archiving date range to go back …


Arrow-Tip #51 Limit Your Mailbox Size to Achieve Inbox Zero

Those of you who follow me on Twitter will know that for the past week I’ve been very focused on maintaining Inbox Zero status.  For those of you who don’t know, “Inbox Zero” means that at the end of the work day your Inbox has zero messages in it.  Yes, …


Houston Business Connection Presentation: Social Media 302

Thank you very much to Darrell Hail and all my friends at The Houston Business Connection for inviting me to speak at their breakfast meeting this morning.  A year ago this group asked me to give a Social Media 101 presentation to introduce them to Social Media.  They’ve come a long …


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 …


Woo Hoo – We Have Email!

In Arrow-Tip #42 I discussed the top five things I missed the most about having Outook and Exchange while working with my newest client Gulf Coast Welding Corp.  Well, Gulf Coast Welding has Exchange now so for the next few weeks I’ll be blogging here on Arrow-Tips about our progress in …


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 #40 Is Your Smart Phone a Leash?

While most of my clients use a Blackberry or some other form of smart phone, there are a few hold outs that express concern over their cell phone becoming a leash. These folks are worried that if they have a mobile device that receives email, their clients will expect …


Arrow-Tip #38 Improving Outlook Performance & Stability

For those of us heavily dependent on Outlook whether for email, calendar or contact management, the idea of Outlook crashing is unthinkable. But as many of you have learned the hard way, it can happen from time to time. My Facebook and Twitter pal Jim Turner recently ran …

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