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Outlook Contacts for Sales People
whl300 | Aug 29 2006
Anybody out there have a good way to organize outlook contacts (outlook 2003) to create reminders for calling sales contacts on a regular basis. I cannot add in any files that modify Outlook due to my employer restrictions. The FLAGs don't seem to be sufficient. Specifically, I am looking for a way to plug a contact into a system of regular contacts (ie: every 2 weeks from last contact for instance) Thanks for the help and ideas! 2 Comments
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 Have you tried us?ng a...Submitted by theavatar on August 30, 2006 - 9:23pm.
Have you tried us?ng a David Allen Tickler file; physical or in your outlook calendar? »
Just to expand on TheAvatar's...Submitted by appelq on August 31, 2006 - 5:25am.
Just to expand on TheAvatar's answer: What I do, is enter a Calander Appointment (Ctrl-Shift-A); for the next followup. (essentially a "Tickler File" item). I get a reminder before the appointment from outlook. Appelq »
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