Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Journal Category


Arrow-Tip #63 Outlook Has a Journal?

Probably the least well know not to mention the most misunderstood folder in Outlook is the Journal folder.  My new twitter pal Veronica inspired me to put together this post on my top 5 favorite uses for the Outlook Journal folder.

#5 Tracking MS Office Document Time

Did you know that once …


Professional Women’s Network of Houston Presentation

A big thank you to the ladies of the Professional Women’s Network of Houston for inviting me to speak with them about tips for using Microsoft Outlook to work more efficiently.  I thoroughly enjoyed this group and have posted my presentation to them on slide share.  I have also summarzied some highlights from my …


Arrow-Tip #55 What Is Your Sales Checklist?

As a nod to my husband’s great post on using a check list to help our son get organized, I decided to resurrect this draft post regarding using a sales checklist that I started back in 2008.  Interesting side note: my original post was inspired by an article listed in a …


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 …


Arrow-Tip #12 Where Did My Time Go? – Using Outlook Journaling to Track Your Time

Have you ever used your Microsoft Outlook Journal folder? Did you know there is an Outlook Journal folder? Since the Journal folder is not exactly prominent in Outlook 2003 or 2007, it would not be surprising if you didn’t. But the Journal folder has some great features …


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” …


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 …


Fabulous Forecasting

Using HuntressPro pipeline reports to more accurately forecast revenues and to help determine the real value of your contacts

Course Description: Will I have enough money to pay my post holiday credit card bills? Is this customer really worth the revenues they are bringing in? Forecasting using the Huntress …


The Paperless Office

Using the Outlook journal to get rid of those over stuffed filing cabinets and get a better handle on your sales activities.

Course Description: Tired of dealing with paper all over your desk and car? Are your sticky notes losing their stickiness? Ah the joy of a paperless office! Find out …