Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for November, 2007


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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” …


How to Insert a File Hyperlink in an Outlook Item

Place your curer in the notes/body field of the Outlook item (in the thumbnail example below, we are using an Outlook journal entry). Unless the item is an email, on the item menu bar select Insert/File and the Insert File window will open. Use the browser to find …


Arrow-Tip #11 Minimizing the need for Contact Database Clean Up

I answer a lot of questions both on LinkedIn and among my clients regarding database clean up. How often should I purge my contact records? How do I prevent entering duplicate records? Should we allow our sales people to enter data themselves or filter all new entries …


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 …


How to Give Other Exchange Users Access to Your Mailbox & Sub Folders.

To allow somebody access to your contacts in Outlook, you first need to allow them access to your Mailbox.   The following instructions are for the user who’s giving permission to others to view their Contacts folder.

First, make sure you’re in the Folder List View.  To get to Folder List, Click …