Tutorial 6 – Using Outlook As A CRM System

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.

ResourceDuration (in minutes)Availability
Introduction To CRM4:55Open
Loading Your CRM Data Into Outlook4:23Open
Setting Up Your Outlook Categories3:10Open
How To Display Your Outlook Tasks2:57Open
How To Use Your Outlook Tasks System To Manage Your Relationships3:31Open
CRM In Outlook Tasks - Summary1:54Open