Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Inbox Category


Arrow-Tip #17 Identify High Maintenance Clients through Time Spent Composing Emails

In Arrow-Tip #12 I discussed using your Outlook Journal folder to help track your time, but did you know that you can use your Sent Items folder to help you estimate time spent composing emails as well? Sometimes even I forget to record billable time spent supporting a client …


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 …


Check Out Xobni

I just put myself on the wait list for Xobni Beta – A Microsoft Outlook Add-in that helps you better manage your Inbox. I’ve head great things about this product and apparently their demand is so high that they have a wait list for beta users – now there …


How to Profit by Networking & Prospecting (February 18th – April 11th)

So you have been networking and prospecting, you’ve collected tons of business cards… what have you done with them? Are your networking efforts helping you make the profits you hoped for? If not, How to Profit by Networking & Prospecting is for you.

Course Objective:

In our new course How …


Feeling a Bit Overwhelmed By Your Inbox?

Adam Halpern of Soft Sell Training just sent me a great link to an NPR sound bite regarding how to better manage information overload from your inbox. The NPR link discusses some of my favorite tips and pet peeves so definitely check it out when you get a chance!


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 …


Arrow-Tip #9 Why Archive Your Microsoft Outlook Mailbox?

Are you afraid to archive your Microsoft Outlook mailbox? If so you are in good company, but don’t be – your data isn’t going to disappear and you will get the benefit of not only having better organized information, but faster performance from Microsoft Outlook. In this Arrow-Tip I’m going …


Arrow-Tip #8 How Can You Speed Up Microsoft Outlook?

Often I get a calls from clients complaining that Microsoft Outlook is just too slow – what can they do to speed it up? Here is the list of questions I usually ask upon hearing this question:

How many emails are in your Inbox? (so far the record is 16,000)
Have …


Arrow-Tip #7 Mass Emailing Campaigns

As promised both in Arrow-Tip #6 and to David Couper in a great LinkedIn question, I’m continuing the topic of when to use Outlook distribution lists versus mail merge or some other email software. As we stated in Arrow-Tips #6, if you are regularly emailing a group of recipients …


Arrow-Tip #6 When to Use Distribution Lists

I get a lot of questions regarding the best method for sending emails to multiple recipients. When should I use a distribution list and when should I use mail merge? Should I use a distribution list or mail merge for my mass marketing campaigns? With all the …

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