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Working With Categories in Outlook

By
Real Estate Broker/Owner with Missy Caulk TEAM

Most everyone who uses any version of Outlook, knows how to enter a contact. One neat feature to do when you add a contact is to put them in a Category.

 Categories will make life easier when you want to bring up a group of people that conform to what you are looking for. When I am adding a contact, I put them in as many categories as I will ever use that person in. Outlook has a Master Category List. However, I add many other categories to it. Thousands of ways to use your data base.

So for instance, I add Maria Labie and put all her information in there. Before I save I add her to several categories. I would add Maria to Lender Category, Christmas Cards and Personal Friends. So depending on what I am searching for Maria would come up different categories.

One of my Categories is Service Industry (here I add inspectors, handy-men, electricians, plumbers etc). Another Category I use is Past Clients, this category comes in handy for my follow-up campaigns and just staying in touch with past clients.  Let me give you an example how I use it.

When I go into Outlook Contacts, I can search different ways, lets say I want to look for all Past clients, I search my Category Past Clients and then put in the category I want to search by, in this case Past Clients. I bring them up in a list format. ( Play around with it as it depends on what purpose I am using them for )

Outlook Categories

In this case, I am going to be traveling somewhere and so I pull up all Past Clients in a list format, now I print it out and take all my list of  Past Clients with their phone numbers with me in my car. In fact, I  leave this list in my car. Then if I am stuck in traffic, or waiting on an appointment to show up, I have their phone numbers right there and give them a call.

I recently stated a Category called Activerain. Then when I get personal emails from activerain members, I add them to my Outlook Contacts and put them in the category called Activerain.

 

  • Tip if you use Plaxo, there is a feature there where you can grab all of their signature and it opens up Outlook and automatically puts them in there. I am all for automatic.  then I have automatically added their name, company, email, address, website.

If you want to be in my Activerain Contact's category, send me a email with your signature and I will add you to my Outlook Contacts under the Activerain Category.

Missy@MissyCaulk.com

Ann Arbor House Search

Have a great day, I am going to the game U of M vs Notre Dame. Go Blue !! University Michigan Football Game

 

Posted by

 

Missy Caulk, Ann Arbor Realtor

Missy Caulk, Broker/Owner of Savvy Realty Group can be reached at 734-926-9797 or email: Missy@MissyCaulk.com

Our Team of 6 agents are available to help you relocate to Ann Arbor, Saline, Dexter, Chelsea, Milan, Ypsilanti Township, Clinton, Manchester, Whitmore Lake, or throughout Washtenaw County, MI.

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Stay strong, stay faithful, stay honest, stay loving, stay true to who you are, most importantly stay true to who God is as you'll be who you are, and you'll be happy, you'll be you, you'll be free. -Jamie Caulk

 

Comments(46)

Joe Manausa - Tallahassee, FL
Joe Manausa Real Estate - Tallahassee, FL
Tallahassee Real Estate
Looks like the Big Blue finally showed up. Great game huh? My Army team is still struggling....
Sep 16, 2007 01:16 AM
Cathy Tishhouse
RE/MAX Showcase Homes - Royal Oak, MI
Royal Oak Real Estate
Missy:  As always, thanks for the info - I always learn a lot from you.  I use only Outlook for all my contacts and know about categories by don't utilize them - maybe because I don't have near as many contacts as you LOL.  They are growing though and this is the time to start organizing them - I do use distribution lists and have considered taking a class as I know Outlook is very powerful and I could know a lot more.  Congratulations on winning the game - I have a nephew at U of M and I know he must be very excited and was probably there.  How is your daughter doing - must be good since you said you were at the game with her - what a great day to spend with your daughter!
Sep 16, 2007 01:43 AM
Anonymous
Anonymous
Hi Missy, It is always great when systems can help organize your life and make it that much easier. Hope you had fun at the game.  Wow!  38-0! Go Blue!
Sep 16, 2007 01:57 AM
#29
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate

Joe, finally !! It was like OPENING DAY !

Cathy, where ya been girl ? Selling houses I hope. I was with Christa my older daughter, and we had a great day, but Allyssa is doing well too. The fixator  came out on Friday so she slept all day and most of Sat and then went to dinner last night with friends. Thanks for asking !!

To Mr or Ms. Anonymous, thanks for stopping by, and yes Go Blue !!

Sep 16, 2007 04:00 AM
Jay McGillicuddy
Berkshire Hathaway HomeServices Verani Realty - Exeter, NH
Real Estate Broker
I too use categories but not like I should. I need to stay more organized. I use Outlook everyday and I don't utilize it to it's fiullest. Thanks for bringing this to the forefront.
Sep 16, 2007 10:53 AM
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate
Jay, I am still learning too, I pick up a little here and a little there.
Sep 16, 2007 11:20 AM
Thesa Chambers
West + Main - Bend, OR
Principal Broker - Licensed in Oregon
I love outlook - and have joined the group - and bought a book recently - I am loving it.... this is one I had already been using - however - not to the same extent - thanks for sharing
Sep 16, 2007 03:56 PM
Debbie Johnson
REMERICA United Realty - Novi, MI
Novi, MI Real Estate Professional

Hi Missy, It is always great when systems can help organize your life and make it that much easier. Hope you had fun at the game.  Wow!  38-0! Go Blue!

(I had previously submitted this and didn't realize that I wasn't logged in when commenting on blogs, yesterday)

Sep 16, 2007 10:51 PM
Leah Ross
Your Tampa Bay Mortgage Source - Tampa, FL
Tampa, Florida Mortgage
Missy, I am a huge outlook fan and also take advantage of these categories...great way to quickly access the contact you are looking for.  Thanks for sharing!
Sep 17, 2007 02:20 AM
Terry Lynch
LAR Notary and Closing Services - Saint Clair Shores, MI

Missy

I was a great game, I hope we don't need some of those points next week against Penn State.

Go Blue and Mike Hart for the Heisman!! 

Sep 17, 2007 06:33 AM
Ruth Ann Ross
Coldwell Banker Seaside Realty Nags Head - Nags Head, NC

Thank you for the great tips! I am going to organize my Outlook right now!

Please add me to your Active rain list

 

Ruth Ann Ross

Coldwell Banker Seaside realty

Sep 17, 2007 07:07 AM
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate
Thesa, I have the book too, but I learn better hands on. Deb, Thanks for identifying yourself. LOL Leah, please share how you use it. Terry, Yes, wouldn't that be great. He is so great. It was really fun.
Sep 17, 2007 07:09 AM
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate
Ruth Ann, send me a email to missy@missycaulk.com I can add you to Outlook from there but not from activerain email as it doesnt' have your contact information on it.
Sep 17, 2007 08:08 AM
Susie Roscoe
Signature Realty Associates - Brandon, FL
Real Estate Specialist | Brandon, FL

Excellent!!  I've been out of the Outlook program for years...but I may need to get back in touch with this.  I have the By Referral Only program for all my contacts but it's a bit different. 

Great tips to call your past clients in traffic and so forth.  Somedays you could really get some calls accomplished!!  (making it less frustrating to be in traffic)

Sep 18, 2007 10:15 PM
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate
Susie, use whatever data base works is the best advice I have. Yes, it is a way to talk to past clients while I'm sitting in traffic or waiting for kids, clients or meetings to start.
Sep 18, 2007 10:47 PM
Nancy Brenner
Referral Associates of Georgia, Inc. - Roswell, GA
Roswell Georgia Real Estate Agent
I had no idea you could do so much with Outlook.  One more thing to add to my 'to do' list.
Sep 19, 2007 10:17 PM
Missy Caulk
Missy Caulk TEAM - Ann Arbor, MI
Savvy Realtor - Ann Arbor Real Estate
Nancy, have you joined the group yet ? There is so many good posts in there to help you with Outlook.
Sep 20, 2007 12:33 PM
Anonymous
Michael
There's more about categories, how to export/import, print, share, group, etc. You might visit this page for useful details:
http://www.vboffice.net/workshop.html?pub=53&lang=en&smp=1&cmd=showitem
Apr 30, 2008 06:26 PM
#44
Vicente A. Martinez
Prudential Douglas Elliman Licensed Real Estate Salesperson - Woodhaven, NY
Realtor, Brooklyn - Long Island - Queens Homes

Hi Missy. Thanks for sharing the great tip! Keep them coming.

May 11, 2008 09:50 AM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

Good post.  YOu can also rearrange your columns in every view except address card and detailed address card view.  To rearrange the columns...it's as easy as click, drag and drop!

1. Move your mouse over one of the column headers
2. Left click and hold
3. Drag your header over between two other column headers
4. Release the button to drop the header and it will "snap" in place

Thanks again for your use of Categories.

Jeff - Coaching from Maui (technology training too)

 

May 12, 2008 06:55 PM