Archive for August, 2008
Arrow-Tip #32 Use Meeting Requests to Set Client Expectations
While working with a member of one of my client sales teams this week I was reminded of a little trick I learned years ago to help prevent no shows for sales meetings – use an Outlook Meeting Request as opposed to an email to schedule meetings with prospective clients.
I …
Nice Post on Outlook Add-ins
Check out Two Outlook Add-ins You Can’t Ignore by my friend Mark Schmulen President of NutShell Mail – I tried the YouSendIt add-in after reading it and find it is pretty good for attachments under 100 MB. And look for a post from me during the next week regarding …
Arrow-Tip #31 Using Tasks to Help Organize Your Team
One of my clients has engaged me to manage his sales and marketing team and they have been really great to work with. Obviously we use HuntressPro and some customizations to help them manage their call back list, opportunities and capture sales history. However, I was reminded last …
Arrow-Tip #30 Using the Outlook Calendar to Record Mileage
Some of you have may have read Arrow-Tip # 13 Can Outlook Help Me Track Billable Hours which discusses using the Microsoft Outlook Calendar to track billable hours. Thanks to Jim Long of Verge New Media for inspiring me through a twitter post to write about how I also use …
How to Create a Custom Table View in Outlook
Often you will want to create a custom view in various Outlook folders to see items filtered, grouped or sorted for a specific purpose. To create a table view in any Outlook folder, first select the appropriate folder in your Outlook navigation pane and then go to View/Arrange By/Current …