Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for February, 2008


How to Track Your OutTwit in a Separate .pst File

I started using OutTwit which is a Microsoft Outlook plug in that allows you to manage your Twitter activities from Outlook last week and so far I really like it. One issue that does concern me though is that if I let my OutTwit folder go for a few …


How to Create a .pst File

From time to time you may need to create a separate .pst file in your Outlook folder list either because you want to get something off of your Exchange profile, because you want to segregate information or a plethora of other reasons.  Here is how you do it.

On the Outlook …


Do You Really Want to Connect on LinkedIn?

by Rocky VanBrimmer

I LOVE LINKEDIN!

LinkedIn has done wonderful things for my business. Each day I make 5 to 6 more contacts in my region (Columbus Ohio). These are people who may want to look for what I sell, which is investment properties.

I found early in using LinkedIn that …


Elevator Pitch from OpenCoffee Club

Any great networker knows that you need to have a quick elevator pitch waiting for when someone asks you about what you do. Kurt Stoll of StartUp Houston was kind enough to record and post elevator pitches for both my company Advena Artemis and Operation Mom at the OpenCoffee …


Arrow-Tip #21 Let Your Business Process Determine How You Use Outlook

You can install the best software in the world, but it won’t do much for you if you don’t have a good business process behind it. Microsoft Outlook is no exception – even if you just use it to manage your email. And if you use Outlook and …


How to View an HTML Document as an Outlook Folder

In Arrow-Tip #21 I discuss using business processes to drive how you use Microsoft Outlook.  This how to will use the example listed in Arrow-Tip #21 for creating an Outlook folder called “Goals” and setting an html document as the home page for that folder so that a user can …


How to Get Rid Group Headers in Your Inbox

The standard Inbox views for Microsoft Outlook 2003 tend to group emails according to date i.e. Today, Yesterday, Last Week, Older, etc. If you would like to remove those group headings from the view right click on the column header row and select Arrange By from the pop up …


Arrow-Tip #20 Best Practices for Coordinating Vacation Schedules in Microsoft Outlook

During a recent Outlook training session a question came up regarding the best way to coordinate calendars for vacation scheduling which can be an issue around the holidays and summer time. Here are three options that may be useful depending on the size of your organization.

#1 All Day Even …


Arrow-Tip #19 Top 11 Email Rules of Etiquette

Many of us have been using email for so long that we take established email etiquette for granted. However, a refresher is always a good thing and there are still several email novices in your organization who may feel more comfortable using email if they have some guidelines so …


How to Combine Categories for Items in Outlook

Select all of the items that you would like to combine categories for. In the example thumbnail below, we want to combine the categories “Blue”, “Green”, and “Yellow” into one category called “Greenish Blue”.

With all applicable items selected, right click and select “Categories” from the pop up menu.

The Categories …

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