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 |