Productivity Consultants, Technical Educators & Curriculum Writers

 

 

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Managing Your Clients, Listings,
Prospects, Tasks & Calendar

using Microsoft Outlook

 

Course Outline  (3 CE Credits)

 MS Outlook Overview

Sending and Receiving Mail

Optimizing your Outlook window

Email Formats

 

Sending Mail Messages

Client Contacts

Sending Options

Creating Contacts

Folder Management

Contacts from the Same Family / Company

 

Filing Contacts

Task Management

Maintain contact history and record of discussions / transactions

Creating Tasks

Inserting File Shortcuts from MLS

Categorizing Tasks by Client

Views and Printing Options

Assigning Priorities & Due Dates

 

Inserting File Shortcuts

Calendar

Printing Options

Scheduling Appointments / Recurring Appointments

 

Yearly Events

 

Setting Reminders

 

Printing Options

 

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