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Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management
Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management
Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management
Ebook166 pages26 minutes

Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management

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About this ebook

Being a Real Estate Agent is a lot of work. But it doesn’t have to be all hard work.

Staying organized, and up to date with your clients, prospective clients, assistants, family, or others should be at the top of your priority list.
Microsoft Outlook provides tools to help you keeps track of clients, tasks, your calendar, and of course, your e-mail.

In this guide you will learn how to become efficient, and effective, at managing our Inbox.

You will learn how to better customize Outlook for quick e-mail review.

You will learn how to find ongoing e-mail conversations, or even ignore messages, and how to clean up your inbox.

You will also understand how creating views will let you effectively work through your e-mail.

You will create folders to store messages that are client-related or property based.

You can tag messages in different ways, not just read and unread.

You will also look at the automation tools like Quick Steps, and rules that are used not just to move messages, but to forward and delete messages, play message alert sounds, and many other actions for incoming or outgoing messages.

RW Examples – Look for Real World Examples throughout this guide to help you better understand how to use Outlook in the world of Real Estate sales.

Skills learned in this guide are needed by every Real Estate Agent using Outlook, for effective e-mail management.

LanguageEnglish
PublisherIFS Harrison
Release dateFeb 13, 2019
ISBN9780463626153
Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management

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    Book preview

    Outlook 2016 for Real Estate Agents Tips for Effective E-mail Management - Leslie Brighton Smith

    Outlook 2016 for Real Estate Agents

    Tips for Effective E-mail Management

    By Leslie Brighton Smith

    Published By

    IFS Harrison

    Published at Smashwords

    Microsoft Outlook 2016 Time Savers

    Copyright © 2019 by Leslie Brighton Smith

    All Rights Reserved

    Thank you for downloading this eBook.

    NOT FOR RESALE-

    Please Note: This product is not for resale or redistribution. Any reselling, reproducing, redistributing, or copying of this e-Book, its pictures, listing description, or title is strictly prohibited by Local, State, Federal and International Intellectual Copyright laws. Any unauthorized use will be pursued to the fullest extent of the law.

    All copyrights, quotations, websites, or registered trademarks listed in this e-Book are merely listed as examples or reference. The author is in no way affiliated with any companies, services, websites, quotations, properties or names mentioned herein, and each individual trademark or copyright listed within this e-Book belongs only to the respective owner and are being used with written permission or under terms of fair use or public domain. Any references, prices, policies, and procedures mentioned herein are subject to change without notice. It is the user’s responsibility to ensure that they follow the terms, EULA, and any other conditions of any software, websites, and any other property, or item mentioned within this guide

    Microsoft, Outlook, and Excel are registered trademarks of the Microsoft Corporation in the United States and/or other countries.

    Table of Contents

    Organizing Your E-mail

    Use the Reading Pane to Quickly View E-Mails

    Use Conversation View to Group Related E-Mails

    Ignoring E-mails

    Creating Inbox Folders to Organize Clients, Open Houses, etc.

    Use the Favorites list for Quick Access to Folders

    Use Categories to Keep Track of Client Activity

    Using Flags to Follow-up with Clients

    The To Do Bar

    Searching

    Working with Views

    Arranging E-Mail by Sender

    Adding Columns to Views

    Filtering Views

    Saving Views

    Resetting Views

    E-mail Tricks and Time Savers

    Color-Coding Important Messages

    Inserting Screenshots

    Voting Through E-mail

    Quick Parts

    Creating a Custom Tab in the Ribbon

    Customizing the Navigation Pane

    Mailbox Cleanup

    Using Rules and Quick Steps

    Creating a Rule from an E-Mail

    Creating a Rule from Scratch

    Automatically Reply to E-mails

    Using Quick Steps to Organize in a Flash

    Working with Contacts

    Adding Contact Information

    Creating Contact Groups

    Getting Directions to a Client’s Address

    Customizing Your Electronic Business Card’s Appearance

    E-Mailing Business Cards

    Working with the Calendar

    Creating Appointments on Your Calendar

    Scheduling Meetings

    Sharing Your Calendar

    Staying on Task

    Creating New Tasks

    Organizing Tasks

    Useful Keyboard Shortcuts

    Adding E-mail Accounts

    How Real Estate Agents Are Profiting from This Guide

    Being a Real Estate Agent is a lot of work. But it doesn’t have to be all hard work.

    Staying organized, and up to date with your clients, prospective clients, assistants, family, or others should be at the top of your priority list.

    Microsoft Outlook provides tools to help you keeps track of clients, tasks, your calendar, your social media, and of course, your e-mail.

    In this guide you will learn how to become efficient and effective at managing our Inbox.

    You will learn how to better customize Outlook for quick e-mail review. You will learn how to find ongoing e-mail conversations, or even ignore messages, and how to clean up your inbox.

    You will also understand how creating views will let you effectively work through your e-mail.

    You

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