Even if you don’t have a customer relationship manager (CRM), you can use Outlook to stay in touch with your important clients and customers with these three simple solutions.
1. Create contacts from email
Did you ever receive an email from someone and think to yourself, “I know this person, but how?” If you attend networking events, you’re bound to hand out your business cards and then get a few emails from those people. Simply click and drag that first email you received from your networking contacts to the Contacts navigation button.
You’ll notice that the email has been copied completely into the Notes section of the Contact form. It populates both the email field and the name field if both pieces of information were available. Sometimes, name fields don’t come in perfectly. You might need to tweak them.
Populate the remaining fields from information included in the email by selecting, clicking and dragging it to the ...(register to read more)