Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Arrow-Tip #24 Reducing Attachment Size to Speed Up Outlook

More and more clients are experiencing issues with the size of their Outlook mailbox which can lead to corrupted data and very slow performance. One of the largest hogs of mailbox storage space is taken up by attachments so that is one of the first places I usually look …


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 …


Arrow-Tip #21 Let Your Business Process Determine How You Use Outlook

You can install the best software in the world, but it won’t do much for you if you don’t have a good business process behind it. Microsoft Outlook is no exception – even if you just use it to manage your email. And if you use Outlook and …


Arrow-Tip #20 Best Practices for Coordinating Vacation Schedules in Microsoft Outlook

During a recent Outlook training session a question came up regarding the best way to coordinate calendars for vacation scheduling which can be an issue around the holidays and summer time. Here are three options that may be useful depending on the size of your organization.

#1 All Day Even …


Arrow-Tip #19 Top 11 Email Rules of Etiquette

Many of us have been using email for so long that we take established email etiquette for granted. However, a refresher is always a good thing and there are still several email novices in your organization who may feel more comfortable using email if they have some guidelines so …


Arrow-Tip #18 How to Prevent Accidental Deletion of Contacts

Have you ever been unable to find a contact in your smart phone address book that you know was there the week before? How about in your Outlook Address Book? Accidental deletion of contact records can happen even to fairly experienced Outlook users – read on for little …


Arrow-Tip #17 Identify High Maintenance Clients through Time Spent Composing Emails

In Arrow-Tip #12 I discussed using your Outlook Journal folder to help track your time, but did you know that you can use your Sent Items folder to help you estimate time spent composing emails as well? Sometimes even I forget to record billable time spent supporting a client …


Arrow-Tip #16 Can I Import Contacts from Other Contact Management Software into Outlook?

Yes! Often prospective clients tell me that they are ready to make the jump to Outlook with or without HuntressPro, but they are concerned about losing all of the great data they have already input into another software program. I recently spent some time with my good friend …


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 …

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