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| Outlook Contact Management |
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This class is designed for agents who already have a pretty good grasp of the email features of Outlook. We will review many of the email features, but it will primarily be handled as an instructor-led review. This is still a very useful session, and agents should pick up some good email tips.
The bulk of the class concentrates on the Contact Management capabilities of Outlook, and we will relate most of what we cover to Real Estate Action Plans. Specifically, some of the topics we will cover include:
- Creating and Managing Contacts
- Categorizing Contacts
- Group Emails with and without Distribution Lists
- Managing Emails as To-Do's
- Setting Calls, Appointments and To-Do's
- Setting Recurring Activities such as Birthdays and Anniversaries, with Reminders
- Creating Action Plans
- Creating Phone Logs
- Connecting all activities to the Contact Record
- Using the Outlook Today feature
If you are pretty good with Outlook, but want to take your contact management to the next step, this class will impress you with all that Outlook has to offer.
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