Outlook 2013 for Real Estate Agents
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About this ebook
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 Office 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 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.
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Outlook 2013 for Real Estate Agents - Leslie Brighton Smith
Outlook 2013 for Real Estate Agents
Copyright © 2015 Leslie Brighton Smith All Rights Reserved
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
Connecting To Your Social Media Accounts
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 Office 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 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