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Outlook as CRM: Make the Most of Your Contacts

Duration: 1 Module
Module Price: $260

Even the best networker needs to utilize their contacts for networking to be effective. In this course you will learn how to organize, track, and market to your contacts using some of the most powerful, and underutilized tools of Microsoft Outlook. We will also discover the potential of Mail Merge, empowering you to create personalized Marketing Materials for e-mail blasts.

Topics include:

  • Utilizing Categories effectively
  • Customized contact forms
  • Using the Business Card View
  • Custom views to quickly filter your contacts
  • Creating Distribution lists
  • Associate tasks, calendar appointments, and e-mails to a contact
  • Create boiler plate documents in Word
  • Running Mail Merge
  • Manage undeliverable e-mails/do not e-mail with Rules & Search folders
Even the best networker needs to utilize their contacts for networking to be effective. In this course you will learn how to organize, track, and market to your contacts using some of the most powerful, and underutilized tools of Microsoft Outlook. We will also discover the potential of Mail Merge, empowering you to create personalized Marketing Materials for e-mail blasts.

Topics include:

  • Utilizing Categories effectively
  • Customized contact forms
  • Using the Business Card View
  • Custom views to quickly filter your contacts
  • Creating Distribution lists
  • Associate tasks, calendar appointments, and e-mails to a contact
  • Create boiler plate documents in Word
  • Running Mail Merge
  • Manage undeliverable e-mails/do not e-mail with Rules & Search folders

Prerequisites: No prerequisites for this course

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