Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the How-To’s Category


How to Track Your OutTwit in a Separate .pst File

I started using OutTwit which is a Microsoft Outlook plug in that allows you to manage your Twitter activities from Outlook last week and so far I really like it. One issue that does concern me though is that if I let my OutTwit folder go for a few …


How to Create a .pst File

From time to time you may need to create a separate .pst file in your Outlook folder list either because you want to get something off of your Exchange profile, because you want to segregate information or a plethora of other reasons.  Here is how you do it.

On the Outlook …


How to View an HTML Document as an Outlook Folder

In Arrow-Tip #21 I discuss using business processes to drive how you use Microsoft Outlook.  This how to will use the example listed in Arrow-Tip #21 for creating an Outlook folder called “Goals” and setting an html document as the home page for that folder so that a user can …


How to Get Rid Group Headers in Your Inbox

The standard Inbox views for Microsoft Outlook 2003 tend to group emails according to date i.e. Today, Yesterday, Last Week, Older, etc. If you would like to remove those group headings from the view right click on the column header row and select Arrange By from the pop up …


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 …


How to Create Composed Time Formula Field in the Outlook Sent Items Folder

Go to your Sent Items folder and open up the field chooser window by either clicking on the Field Chooser icon on your Advanced Outlook toolbar or right clicking on the column header row in the Sent Items view and selecting Field Chooser from the pop up menu (see screen …


How to Enable Check for Duplicates Feature in Microsoft Outlook

From the Outlook Tools menu select Options and the Options window will open.

Click on the Contact Options button and the Contact Options window will now open.

Make sure that the Check for duplicate contacts box is checked and then click the OK button.


How to Create a Sub folder

From the Folder list view in the Outlook Navigation Pane, right click on the folder for which you would like to create a subfolder and then select “New Folder”.

The Create New Folder window will open.  Type the name of the new folder you would like to create in the Name …

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