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MICROSOFT OUTLOOK 2003 Training Seminar | Instructed by Jeff Meucci Introduction, General Layout & Tricks

Notes

Introduction to Outlook, Mobile devices & Usage in Real Estate The Outlook Interface: Adjusting Menu’s Right Click: Toolbars, Subfolders Drag and Drop: Email to Contacts

Contacts The Contact Record General Information (names, phone numbers, addresses) Details (birthday, anniversary etc) All Fields (custom field creation) Activities (journal tracking—client level) Photo display Notes section Attaching Files to Contact Map to address Follow up flag Organizing Contacts Views (phone list, address cards, categories etc) Categories Customizing views w/custom fields Linking contacts together

Calendar & Task Pad Calendar View Options (Tools—>Options—>Calendar Options) Creating an Appointment & Appointment Options Setting Reminders Linking Appointments with Contacts Show time as—color coding Recurring Events Moving appointments manually to another time (just drag ‘n drop) Task Pad & Customizing in Calendar Window Creating new Tasks Changing priority, due date, status Assigning a Task

Journal Creating a Journal Entry Connecting Journal entries to individual Contacts

Notes Creating a Note, usage ideas Changing color, sending as email

Email Email options—voting buttons, receipts, importance Adding graphics, hyperlinks and files to an email Signatures and Stationary (Tools—>Options—>Mail Format)

Advanced Issues Mail Merge—To Labels, Letters & Email Creating Rules Importing/Exporting

Contact: Jeff Meucci Sales & Marketing Director Fidelity National Title Company jeff.meucci@fnf.com


MICROSOFT OUTLOOK ADD-INS & SOLUTIONS

Tons of Great Outlook Utilities & Add Ins http://www.mapilab.com/outlook Outlook PST Backup Utility http://www.microsoft.com/downloads/details.aspx?FamilyID=8b081f3a-b7d0-4b16-b8af5a6322f4fd01&displaylang=en Google NK2 Utility (Email Memory) http://code.google.com/p/debunk2/ Sperry Software Utilities (Duplicate Removers, more) http://www.sperrysoftware.com/Outlook/Products.asp E-Marketing Templates (Dynamic HTML Newsletters, Cards, Advertising Pieces) www.templatezone.com Create Pre-Written Email Templates www.emailtemplates.com THE Outlook Add-In Resource www.slipstick.com

Contact: Jeff Meucci Sales & Marketing Director Fidelity National Title Company jeff.meucci@fnf.com


Microsoft Outlook Seminar Outline