Using Microsoft Outlook for Effective Contact Management

Using Microsoft Outlook for
Effective Contact Management
6 Hours MCE
TREC #06-00-093-18353


Class Objectives

Gather information about alternative ways to send and receive email in Microsoft Outlook

Customize Microsoft Outlook preferences for optimized use

Create and manage client email sub-folders

Create voting email buttons

Create effective file management system for each client

Utilize Outlook Calendar with color coding, recurring appointments, reminders and invitations

Add and assign tasks

Create effective email signatures with your picture and linked images for social networking platforms

Create distribution lists

Create email with embedded flyers

Add contacts with categories and key words for effective filtering

Create Email Mail Merges with filtered contacts

Create Mailing Labels with Contacts

Set up reminders for active clients and prospects

Export closed email folder to external client file folder

Twitter Hashtag: #outlooktechnologycoach