Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for October, 2007


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 …


Upcoming Seminars & Events

There is still room available in our upcoming Paperless Offices seminar to be held Thursday, November 8th from 11:00 AM to 1:00 PM in the Moody Rambin offices at 1455 West Loop South Suite 700.  To register, please contact Misty.

Misty has also been invited to speak at the American Business …


How to Create a New Master Category

Right click on any item in a Microsoft Outlook view (the one in the thumbnail below is the By Category view in the Contacts folder) and then select “Categories” from the pop up menu.

The Categories window should now open.  Click the Master Categories button on the lower right side of the Categories window (click …


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 …


How do you keep up with your networking?

Jade Draven De Leon asked this question on LinkedIn 13 days ago and I thought it was such a good one that I promised to blog about it in my answer to her. Here is my answer to Jade:

“First of all, consider a contact management system. If you …


How to Group a Category by City (eg. All Recruiters in New York)

This screenshot is taken from the Contacts folder using the view By Category option in the Navigation Pane. It shows there are 19 items under the Recruiter category.

To view only those Recruiters in the city of

New York, Click on Customize Current View from the Navigation …


Arrow-Tip #5 Use the Right Anti-Virus Software

Raise your hand if you have ever uttered 4 letter words in conjunction with your anti-virus software. Has Outlook ever asked you if you wanted to disable one of these programs becuase it caused errors the last time Outlook was shut down? Or have you ever noticed that …


Arrow-Tip #4 Don’t Use Your Inbox as a Data Repository Part II

One of the great benefits of using a database (like Microsoft Outlook) is all the different ways you can slice and dice your data. For example, say it is time to start beefing up your staff and you want to find all the contacts in your database that are recruiters. …


Cooper Connection Monthly Meeting

This is a quick post to let you know that I will be speaking this Thursday, October 4th at the Cooper Connection Monthly Meeting. This is a Business to Business networking group and I will be speaking about Fantastic Follow-Up Activity with Your Prospects – sort of a mini …

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