Tag: Outlook Basics and Email Etiquette Training
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:
Outlook Basics and Email Etiquette Training
Training With Lisa: Outlook Basics & Email Etiquette
Heavy users of Outlook believe they know enough about Outlook, until I show them a few of my favorite tricks.
My training covers the basics you didn’t know were at your fingertips, plus simple email etiquette and strategies that prompt responses you want to read. These days, when everyone is “so busy,” the key is remembering that less is definitely less.
People need to read an email, quickly understand the desired action, and be able to take that action. Using Outlook to its full potential means becoming more productive and efficient as both an email writer and an email recipient. And improving the flow of email communication means more time for you to focus on the work you really want—and need—to do.
Among the topics we’ll cover:
- How to set yourself up for success by choosing the best Outlook settings and configuration
- How to create and use signatures, templates, folders, and other functions
- 6 tips for efficient automated emails and replies, including “out of office” guidelines
- How to simplify your decision-making when processing email and take control of your inbox
- How to write responses that are professional and to-the-point
- How to keep track of your to-do list
- The best use for email drafts
- How to manage your junk/spam folder
- How an end-of-day routine sets you up for a great start the next day
Bonus! My favorite short cuts for calendar scheduling, email searches, and more
To schedule a consult or leave a message, use the contact form below:
