Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Tasks Category


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 #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 #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 …


How to Combine Categories for Items in Outlook

Select all of the items that you would like to combine categories for. In the example thumbnail below, we want to combine the categories “Blue”, “Green”, and “Yellow” into one category called “Greenish Blue”.

With all applicable items selected, right click and select “Categories” from the pop up menu.

The Categories …


How to Remove a Category from the Available Categories List

From the Microsoft Outlook Edit menu select the Categories option.

The Categories window will now open. Click the Master Categories button and the Master Categories window will open.

Select the category that you would like to remove from the Available categories list and then click the Delete button. Click the …


How to Remove a Category from an Outlook Item

Right click on the item/s from any Microsoft Outlook view and select Categories from the pop up menu (see thumbnail below).

The Categories window will open.

Uncheck the category that you would like to remove for the selected items in the Available Categories list box of the Categories window and then click …


Arrow-Tip #15 You Might Be a Microsoft Outlook Snoozaholic If…

You might be an Outlook Snoozaholic if:

In the morning when your alarm goes off, you reach for your mouse instead of your clock
It takes you 15 minutes to scroll down to the oldest item in the reminder window
You stopped bothering to look at the top item in the reminder window …


How to Profit by Networking & Prospecting (February 18th – April 11th)

So you have been networking and prospecting, you’ve collected tons of business cards… what have you done with them? Are your networking efforts helping you make the profits you hoped for? If not, How to Profit by Networking & Prospecting is for you.

Course Objective:

In our new course How …


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 …

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