Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Inbox Category


Arrow-Tip #37 Managing Inbox Overload Part V

In the first four installments of the Managing Inbox Overload series we talked about ways to clean up your Inbox and by now, you should no longer be feeling overwhelmed by your Inbox. In fact you should feel empowered and what a great feeling that is! So …


Arrow-Tip #36 Managing Inbox Overload Part IV

In Arrow-Tip #35 we discussed tackling emails that require some sort of follow up action on your part such as a quick answer or scheduling a meeting. Now it is time to address the toughest category of emails requiring follow up – emails that require a task. These tasks …


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 …


A Suggestion for Holiday Cards & Emails

We’ve had several requests to help with mass emailing campaigns to deliver holiday greetings so I thought I’d make you aware of two great resources we offer.

First, check out Arrow-Tip #7 Mass Emailing Campaigns for dos and don’ts of mass emailing

Second, Advena Artemis now offers a support program for …


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 #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 …

« Previous Page« Older Posts

Newer Posts »Next Page »