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:
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.
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.
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:
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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