Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Arrow-Tip #52 Don’t Accidentally Archive Your Inbox

Ah, almost 2 weeks maintaining Inbox Zero status and it feels great!  So great in fact that I decided to go back and clean up some other folders as well.  While reviewing my archive folders, I found to my utter mortification that some of my active email correspondence from about a …


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 #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 …


Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm …


Arrow-Tip #49 Synchronizing Calendars Between Email Profiles

Do you have multiple email/calendar profiles? If so, you may be interested in this quick solution I’ve come up with for synchronizing my calendars and it will even work with gmail.

Because I work with several Outlook software and coaching clients on Outlook, I usually have at least 4 active Outlook …


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 #47 Options for Managing Assigned Tasks Part III

In Arrow-Tip #45 we discussed managing tasks across an organization using the task assigmnet options in Microsoft Outlook and Exchange.  In Arrow-Tip #46 we discussed managing these same tasks in SharePoint.  This Arrow-Tip will address using a combination of Outlook/Exchange and SharePoint to manage assigned tasks.

SharePoint tasks can be downloaded …


Arrow-Tip #46 Options for Managing Assigned Tasks Part II

In Arrow-Tip #45 I discussed managing tasks using the Outlook and Exchange task assignment features.  In this Arrow-Tip I’m going to discuss how we use SharePoint in combination with Outlook to manage tasks as an organization for one of my clients Gulf Coast Welding Corp.

Each week at Gulf Coast Welding Corp (GCW …


Arrow-Tip #45 Options for Managing Assigned Tasks Part I

I got some great feedback after posting Arrow-Tip #44 Outlook vs Sharepoint: Where to Put What – Part II regarding management of combined tasks from both Outlook and Sharepoint.  After playing with the suggested solutions, I’ve learned some great new alternatives for managing tasks both individually or as an organization.  Then …

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