Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for March, 2008


Arrow-Tip #24 Reducing Attachment Size to Speed Up Outlook

More and more clients are experiencing issues with the size of their Outlook mailbox which can lead to corrupted data and very slow performance. One of the largest hogs of mailbox storage space is taken up by attachments so that is one of the first places I usually look …


How To create a Distribution List (a group of multiple contacts).

If you need to create a list of multiple contacts aka Distribution List, you must first be in the Contacts folder. Click on the down-arrow button next to the New button.

Select ‘Distribution List’ (the second option). An untitled Distribution List window will open:

Next to Name, enter the …


Arrow-Tip #23 Could a Plug In Increase Your Outlook Efficiency?

When my friend Josh Tabin President of Mosaic CFO and co-Author at StartUp Houston asked me to write a blog post about my favorite Outlook Add-ins I was only too happy to oblige. The only problem is that I really don’t use that many Outlook Add-ins so I recruited …


Arrow-Tip #22 Should You Upgrade to Outlook 2007?

Several clients have asked me about the benefits of upgrading from Outlook 2003 to Outlook 2007 and up until now I’ve pretty much told them the same thing – avoid it if you can. First of all, I always advise clients not to install Microsoft products until service pack …


An Interview with Rocky

My buddy and guest blogger Rocky VanBrimmer just posted an interview with me on his blog regarding how I use LinkedIn, Twitter and Facebook. Click here to check it out and be sure to leave us a comment!


Coming Soon!

Look for 2 new Arrow-Tips this week regarding why or why not to upgrade to Outlook 2007 and my favorite and not so favorite Outlook plug-ins. If you’ve got some unique insights on either topic that you would like to see included in my posts, please email me at …


How to Convert Your Archive Folders to Quarterly Archive Folders

In Arrow-Tip #9 I discussed why you should archive your Microsoft Outlook mailbox. One of the reasons for archiving is to keep the size of your mailbox down to help enhance performance. However, if you continue to archive to the same set of archive folders, you will begin …


How to Rename a .pst File (Without Corrupting the File)

Outlook .pst files can be renamed, but you have to be careful about how you do it or you will corrupt the file and end up with a ghost folder in your Outlook folder list.

If the folder for the .pst file is currently visible in the Outlook Folder List view …