Microsoft Outlook Contacts Management

Training With Lisa: Outlook Contacts Management

Ready to explore the wonderful world of Outlook contacts? Most people never make use of all the features that are built right in. Configured correctly, your Microsoft Outlook contacts can work seamlessly as your CRM system, with contacts shared within your company.

I show clients how to manage their contacts (both personal and professional); fix corrupted, duplicate, or unmanaged contacts; input contact data the way they want it; and synch everything with their phones.

Contacts training usually starts with the department lead, followed by a team webinar or quick, individual sessions. Getting everyone on board in the same way is the key to developing and maintaining a great contacts database.

Topics we’ll cover:

• How to set up your address book, including creating contact folders
• How to create contact groups (formerly known as distribution lists)
• How to choose different views for your contacts
• Adding/customizing fields
• Understanding where Outlook stores your contact data: on your computer or on a server
• How to share contacts within an organization
• Phone and device configuration
• How to export contacts for use in Excel
• How to add contacts from your email inbox
• Contact search tips

Bonus! How to use LinkedIn to find contacts

To schedule a consult or leave a message, use the contact form below: