Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for October, 2007


Arrow-Tip #10 Having a Hard Time Finding Your Contacts?

Keep all your contacts in one Contact folder! Here is a quick tip that I wanted to post because I run into it a lot. Don’t confuse folders with views. A lot of people who want to organize their contacts in Microsoft Outlook create separate folders for different types of …


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 …


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 …


How to Rename Your Archive Folders

Right click on Archive Folders in your Outlook folder list and then select “Properties for Archive Folders” from the pop up menu.  The Properties window will open – click the Advanced button on the bottom right hand portion of the General tab (see thumbnail) and the Personal Folders window will …


How to Close Folder Set in Outlook Folder List

Right click on the set of folders you would like to close (in this case Archive Folders) and select “Close Archive Folders” from the pop up menu.  The folder set will not longer appear in your Outlook folder list.  Note:  this will only work for folders at the top most …


How to Access Outlook Items from the Contact Activities Tab

In Microsoft Outlook, open a contact record and click on the Activities tab (see thumbnail below – note this screen print shows a HuntressPro contact record which will look slightly different than a standard Outlook contact record, but the Activities tab placement is the same).


How to Set Up Custom Activities Tab Views

On the Outlook folder list, right click on the Contacts folder and select Properties from the pop up menu – the Properties window will open. Go to the Activities tab on the Properties window, select All Items and the click the Copy button (see thumbnail below). The View …


How to Show Archive Folders in the Outlook Folder List

If your archive folders are currently not visible in your Microsoft Outlook 2003 folder list, on the Outlook menu bar go to File/Data File Management and the Data File Management window will open (see thumbnail below).  Click the Add button on the Data File Management window and the New Outlook Data …


How to Change Your Archive Frequency

On the Microsoft Outlook menu bar, go to Tools/Options and the Options window will open (see thumbnail below). Go to the Other tab on the Options window and then click the AutoArchive button and the AutoArchive window will open (see thumbnail below). The first check box in the …


Have You Noticed a Common Trend in Online & Real World Marketing?

In the past few months as I’ve started digging into the world of online marketing I’ve definitely picked up on the trend away from traditional marketing. Sure, Search enginge optimization (SEO) is still a must which means paying attention to key words and purchasing Google AdWords, etc. However, …

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