This tutorial is for you if: –
- You struggle to keep on top of all your prospects and clients
- You don’t have access to a CRM system
- The CRM system you have doesn’t manage tasks very well
In the following videos, we’ll show you how to set up Outlook Tasks to operate like a CRM system and then use it to manage your contacts.
Even if you have a CRM system using Outlook Tasks is a highly effective tool to manage your clients and prospects as part of a Relationship Pipeline.
|Resource||Duration (in minutes)||Availability|
|Introduction To CRM||4:55||Open|
|Loading Your CRM Data Into Outlook||4:23||Open|
|Setting Up Your Outlook Categories||3:10||Open|
|How To Display Your Outlook Tasks||2:57||Open|
|How To Use Your Outlook Tasks System To Manage Your Relationships||3:31||Open|
|CRM In Outlook Tasks - Summary||1:54||Open|