Description
Follow the course instructions to correctly set up your profiles for Google Chrome, Microsoft Outlook, and Microsoft Teams. Be sure to reach out to the Trainer with any questions that come up.
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What is Microsoft Outlook?
LeadVenture utilizes Microsoft Outlook to organize emails, share calendars, and schedule meetings/calls with clients, team members, and more.
Outlook Email
Microsoft Outlook is the main email messaging system for LeadVenture. The functionality of Outlook email allows for organized communication between clients and other team members.
How to Access
Follow the LMS Course to correctly set up your Outlook email, complete with signature, folders, contact lists, and more:
LMS Course: Setting Up Your Outlook Account
Basic Outlook Email Setups
For written instructions on several organizational setups within Outlook email, refer to the instructions below. They will help organize your inbox and prioritize your communications:
Pinning Emails
Pinning emails can help you prioritize and keep track of certain requests, communications, and tasks by keeping those messages at the top of your inbox.
How to pin emails:
Hover over the email you wish to pin and click the thumb tack symbol in order to pin it.
Sweeping Emails
Sweeping emails means filtering certain email addresses and content into specific folders you can create. This helps organize your inbox to improve your ability to keep track of communications coming from certain sources.
How to sweep emails:
Click on an email from a source you wish to filter into a specific folder.
Click on the broom symbol in the top menu bar of your Outlook inbox.
Select the “Move all messages from the Inbox folder and any future messages” option.
On the same window, click into the “Move to:” dropdown menu and either select one of the folders that is included there, or select “Create new folder” at the bottom of the options.
By following this process, any future or current emails you have from a certain source will be filtered into the email folder you set.
Set-up your Email Signature
An offical and professional email signature serves to create legitimacy and reinforces your position within the company to all your contacts.
Outlook Calendar
Microsoft Outlook also has scheduling capabilities. In Outlook Calendar, you are able to schedule and keep track of calls and meetings within LeadVenture and with clients. It is fully integrated with Microsoft Outlook to include your contacts list and mark calendar invites from emails. Your Outlook Calendar will also sync with your calendar in Microsoft Teams.
Watch: Outlook Calendar Tutorial
How to Access
Follow the LMS Course to correctly set up your Outlook calendar to ensure you can navigate and create events in your Outlook Calendar:
LMS Course: Setting Up Your Outlook Calendar
Deadlines in Outlook Calendar
Deadlines within the month are very important to follow, as they help us keep on pace with our monthly workflow. Please adhere to these deadlines as much as possible, communicating with your Team Lead as soon as possible if circumstances prevent you from meeting a deadline.
There will be several deadlines within the month that you will need to follow. These deadlines are set before the month begins so that it best represents the total working days within the month. You will receive notifications in your Outlook inbox when these deadlines are set so that you can immediately view them and determine a pace for yourself.
Deadlines include:
33%, 66%, and 100% days:
These percentage deadlines refer to how much of your client load should be completed by that deadline. To find the percentage of how much of your client load is complete, reference the Monthly Sheet and locate the % Complete column that corresponds with your name:
Column S for
ARI Monthly Sheet Column R for
DS Monthly Sheet
Knowledge Check
Reach out to the Trainer to schedule a meeting to ensure your access to Outlook is seamless and your organization within these tools is clean and concise.
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