Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Add-ins 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 …


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 …


Nutshell Mail Acquired by Constant Contact

A huge and heartfelt congratulations to my friends and hometown Houston boys David Lyman and Mark Schmulen of Nutshell Mail on the acquisition of their company by Constant Contact.  Arrow-Tips readers know that I’ve been a huge fan and client of both of these firms for years (or in the …


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, …


Arrow-Tip #50 Keep-in-Touch with Your Contacts

One of our HuntressPro customers recently asked if there was a “keep-in-touch” feature in HuntressPro to allow him to schedule call backs at regular 30, 60 or 90 day intervals.  Making regular call backs to existing or potential customers is always a great idea and we’ve seen it implemented especially well by our …


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 …


Calling for Beta Testers

OK, this is it! We are finally ready to start HuntressPro 4.0 2003, 2007, XP and Vista version beta testing! Now all we need are a few more beta testers. If you are interested and can spare 3 hour stretched over a one month period (1 hour initial …


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 …

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