Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Calendar Category


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 …


Arrow-Tip #14 Where Did the Week Go – Using the Microsoft Outlook Calendar for More Effective Time Management

In Arrow-Tip #13 I discussed how Microsoft Outlook could be used to manage your billable hours, but tracking the rest of your time can be almost as important. I spent some time this week interviewing organizational development expert and President of Resource Management Associates Linda Carter who will …


How To Create a Recurring Appointment

On your appointment form either click the Recurrence button on your appointment menu go to Actions/Recurrence (see thumbnail below).

The Recurrence window will now open (see thumbnail below). You have a multitude of options on the Recurrence window – you can set recurring appointments to occur weekly only on certain …


How To Color Code an Appointment on the Microsoft Outlook Calendar

From and Calendar view, right click on the appointment, select Label from the pop-up menu (see thumbnail below) and then select the color and label you would like to use.

From the appointment form, select a label from the Label drop down field in the upper right hand corner of the …


How To Change Color Coding Labels in the Microsoft Outlook Calendar

First switch to the Calendar folder and then on the Outlook Edit menu, select Label and the Edit labels from the sub menus (see thumbnail below).

The Edit Calendar Labels window will open (see thumbnail below). Type in what ever text you want to use for each label and then …


Arrow-Tip #13 Can Outlook Help Me Track Billable Hours?

Have you ever mistaken efficiency for laziness e.g. your spouse doesn’t close the cabinet while cooking in the kitchen – you think this is laziness, but your spouse knows that in about 15 seconds he/she is going to need to get something else out of the cabinet so it is …


How To Create a Billable Hours This Week View in the Outlook Calendar

From the Microsoft Outlook Calendar view menu bar select View/Arrange By/Current View/Define Views and the Custom View Organizer window will open.

Click the New button and the Create a New View window will open. type “Billable Hours This Week” in the Name of new view field and then make sure …

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