Outlook 201 Outline

This Workshop is for you if you want to Optimize Outlook - dramatically reduce email, using appointments and tasks to keep track of priorities, and creating a dynamic contact database.

Section 1 – Overviews
How technology can and can’t help
How to be a More Organized and Efficient Professional
Defining your workflow processes
Explaining Outlook Uses and CRM
Defining Outlook input and output processes 

Section 2 – Default Settings
Opening Outlook in the Most Productive Module
Turning off Email Notifications
Efficiently Viewing Outlook

Section 3 – Email
Using the 4D’s (Reducing Your Email Volume)
Using Color to Organize
Archiving Reference Emails
Automatically Screen Emails
Bypass the Inbox
Ignore Useless Emails

Section 4 – Calendar
Creating Appointments, Meetings, and Events
Using Color to Organize Your Day
Creating Meetings from Email
Syncing Calendars with Your Team

Section 5 – Tasks
Using Color to Prioritize Tasks
Why Flags Aren't Enough
Recording Hours and Mileage
Effectively Delegate
Automatically Follow-Up on Emails

Section 6 – Contacts
Effectively Segregate your Database
Creating Contact Groups
Sending Contact Info to Others
Creating Client Communication Log
Automatically Follow-Up with Contacts

Want more efficiency tips? Join our FREE Mailing List  As a bonus, we'll send you our eBook "Clean Off Your Desk - Today!" ($10 value) so you can have a productive desk right now!

What We Do

Microsoft Outlook Workshops
If you're frustrated with the volume of emails, you'll need to attend these productivity-focused workshops.

Presentations
Want a fun speaker at your next sales meeting?  What about attending an upcoming Workshop? 

Consulting
Is paper controlling your office?  Too many emails?  Just need more TIME to get the priorities done?  One-to-One consulting is what you need. 

View the entire list of what we do!  >>