Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Inbox Category


Coming Soon – Keeping Calm While Managing Email Overload

OK, I know its been a while! Never fear – I’ll be back next week with a post on managing email overload and an update on the Arrow-tips tweaks to come. In the mean time, to combat stress from email overload, try keeping Puppy Cam running in …


My Twitter Strategy

There have been a plethora of blog posts regarding Twitter.com that have come to my attention over the past few months – I’ve even written a couple. Everyone seems to be feeling their way around the Twitter world and wondering how to get the most value without being sucked …


Arrow-Tip #25 Want Instantaneous Email, Calendar, Contact and Task Updates on Your Blackberry or TREO

If your answer to this Arrow-Tip title question is “yes” then you may want to consider a mail server solution – even if you are just a one person business. Your next question is most likely “how can you afford a mail server if you are just one person?” …


How to Email a Screen Print

Often when I’m working with clients that are having difficulties with Outlook functionality or getting an error message that needs to be diagnosed, it is helpful if I can see what they are seeing. The easiest way to resolve this situation is for a client to send me a …


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 …


How To create a Distribution List (a group of multiple contacts).

If you need to create a list of multiple contacts aka Distribution List, you must first be in the Contacts folder. Click on the down-arrow button next to the New button.

Select ‘Distribution List’ (the second option). An untitled Distribution List window will open:

Next to Name, enter the …


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 …


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 …


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 …

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