(Applies to Outlook 2007 and Outlook 2003)

Sometimes I'll receive an email that I need to follow up with and I don't want to forget..these I can tag for follow up in a couple of ways.

METHOD ONE:  Adding a Reminder

1. Right-click the message you want to set the reminder for
2. Point to Follow Up, and then click Add Reminder.
3. In the "Flag to:" type your own memo or select from the list available
4. You can skip the "Start date:" if you like
5. "Due date:" select the date when you have to complete the reply.
6. Click the "Reminder" box and select a date and time for follow up
7. Click OK

METHOD TWO: Use Flag Status Sorting

Instead of setting a reminder sometimes I'll just "flag" an email to follow up with.  Here's how:

1. Click on the greyed out flag on the far right of the email you need to follow up with - this changes the flag to a Red flag - so it's very noticeable.

2. I'll then sort my emails by "Flag Status".  Simply click on the column header "Flag Status" (the column that contains the flags) - done.

This puts all your flagged emails at the top and then lists the remaining emails by date.

When I've completed the action I needed to take I'll click on the Red flag and this marks it as "completed" and places it between the To-do flagged emails and the remaining emails in my Inbox.

I either keep the completed emails if I need to wait for a response...or
> I'll Right click on the flag to change the status to "Clear Flag" (this places the  email back into my Inbox in order of date received).

>Or I delete the email

I hope you receive some value from these tips.

Thank you.

Jeff

A simple Income and Expense Tracking system using Excel: http://budurl.com/jdzp

Jeff Graves
JeffsCoaching@comcast.net
206.850.9996

Follow me on twitter: http://twitter.com/jeffgraves01
Connect with me on LinkedIn for more Outlook Tips: http://www.linkedin.com/in/jeffgravesmaui
Website: http://www.ImpactYourSalesNow.com

 
This post has been included in Washington Information
Post is included in group: Tech Corner
Post is included in group: Realtors®
Post is included in group: Real Estate Rookie
Post is included in group: Outlook User Group

8 Comments on Email Follow Up Strategies

OCT
27

I love to read a great post like this one. Please keep them coming!

10:09pm • #1
413,953 Points 21 Featured Posts Localism Sponsor Outside Blog

Jeff, I have used these before but have got out of the habit.  Thanks for sharing.

10:11pm • #2

I really like Outlook for the different colored flags that can be attached to a message received or sent. A cut & paste to the calendar at the tab and a note on the date is left. The biggest complaint on Realtors is a lack of communication. Being known as one that stays in contact will bring business.

10:25pm • #3
OCT
28
1 Featured Post Outside Blog

Good tip!  I have not used flags but it makes sense! Thanks!

3:33am • #4

Hey...I appreciate the feedback...mahalo. 

If you have any Outlook questions please send me an email and I'll respond to you and then perhaps post it here for others to see (your name would be withheld for privacy reasons).

Direct email is: JeffsCoaching (@) comcast.net - you know to remove the spaces and ( ) right?

8:38pm • #5
OCT
30

Jeff - Great tip.  I just checked and my system doesn't offer flags. I try to use the old in-box method of "one touch".  So most emails get filed or deleted immediately.  But, I do find there are always some left and this would be a great way not to lose them "down the list".  Thanks!

12:00pm • #6
NOV
02

Aloha Jeff,

I just started using Outlook & I appreciate any tip you can share!

 

6:30pm • #7

Monique...if you want more Outlook Tips you should connect withme on LinkedIn and then I'll invite you to Join my Outlook User Group - we have over 110 members and I've posted 40+ tips there.  Here's the link:

http://www.linkedin.com/in/jeffgravesmaui

Thanks for the comment.

6:41pm • #8

Leave a response…



(optional)
What does the graphic say?
 
Rainmaker_large

Jeff Graves

Bellevue, WA

More about me…

Impact Your Sales Now

Address: http://www.linkedin.com/in/jeffgravesmaui

Cell Phone: (206) 850-9996

Email Me

ChatToText


Links

Archives

RSS 2.0 Feed for this blog

Find WA real estate agents and Bellevue real estate on ActiveRain.