Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the How-To’s Category


How to Map Outlook Contact Fields

The list below shows all Microsoft Outlook fields available to import data into. I have also listed data type and a short explination for some of the ones you may not have seen before:

Name Fields:

Title (Mr. Mrs. , etc, not job title which has its own field)
First name
Middle Name
Last …


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 …


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 …


How to Create a By Company View in the Outlook Journal Folder

Select your Outlook Journal folder and then go to View>Arrange By>Current View>Define Views – the Custom View Organizer window will now open (see thumbnail below).

Click on the New button on the Custom View Organizer window and the Create a New View window will open. Type the words “By Company” …


How to Insert a File Hyperlink in an Outlook Item

Place your curer in the notes/body field of the Outlook item (in the thumbnail example below, we are using an Outlook journal entry). Unless the item is an email, on the item menu bar select Insert/File and the Insert File window will open. Use the browser to find …


How to Create Rules in Outlook

Creating Rules automatically filters the mail that comes through your Inbox. You can look for specific things in an e-mail a carry out a variety of actions with it, one useful one for example, is to automatically file certain e-mails in a specified folder. This How-To shows how …


How to Give Other Exchange Users Access to Your Mailbox & Sub Folders.

To allow somebody access to your contacts in Outlook, you first need to allow them access to your Mailbox.   The following instructions are for the user who’s giving permission to others to view their Contacts folder.

First, make sure you’re in the Folder List View.  To get to Folder List, Click …


How to Move Contacts Between Folders

Select all of the contacts that you would like to move in any Microsoft Outlook contact view. Select Move to Folder from the Mircosofot Outlook Explorer Edit menu (see thumbnail below).

The Move Items window will now open. Choose the folder that you would like to move the selected …

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