Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Calendar Category


Arrow-Tip #65 Use Recurring Appointments to Make a Date with Your Kids

Ah, as the old Staples ad goes – it’s the most wonderful time of the year!  Back to school time that is (see Staples video) and that means my kids are back in school and its time for me to ramp my work hours back up.  I’ve made a commitment …


Guest Post: How a Genealogist Uses Outlook to Manage Her Activities

When my new twitter pal Alex Coles tweeted several great examples of how she uses Outlook to stay organized for her favorite hobby genealogy, I asked her if she would create a guest post for Arrow-Tips readers.  You’ll notice a few points that I’ve made in past Arrow-Tips (great minds think …


Professional Women’s Network of Houston Presentation

A big thank you to the ladies of the Professional Women’s Network of Houston for inviting me to speak with them about tips for using Microsoft Outlook to work more efficiently.  I thoroughly enjoyed this group and have posted my presentation to them on slide share.  I have also summarzied some highlights from my …


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 #43 Outlook vs SharePoint: Where to Put What? – Part I

As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email – see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook).  Its taken me …


Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook

For the past few weeks I have been spending about four days a week with my newest client – my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. – a fabrication company that builds ASME code vessels, rolls steel plate …


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 …


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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