Outlook 2007 – Use Templates to Increase your Efficiency

By JC
Kiadii, Virtual Assistance & Online
Marketing for Mortgage Professionals

One of
my clients has a series of 3 follow-up emails he sends to new clients.
You could put the emails in an autoresponder, but I find it simpler to
use Outlook 2007′s Quick Parts to create templates that I can edit and
use over and over again.

Additional tips are provided in my Webinar – Cleaning
Inbox Clutter.

Other
great uses for Quick Parts are standard emails such as:

• directions to your office,
• what to bring to the closing table,
• thanks for the referral,
• answers to frequently asked questions,
  etc.

Step 1 – Create
and Save your QuickParts Message.

1. Start a new email message.
2. Type the text you want to use (ex.,
   directions to your office).
3. Click the Insert tab, and then Click
   Quick Parts.
   
4. Select Save Selection to Quick Part
   Gallery.

   

Step 2 – Use
your Quick Parts Message

1. Start the email you want to type.
2. Click Quick Parts under the Insert Tab.
3. The Quick Parts you’ve saved will be
   on a list. Select the first
   one you want to use.
4. Repeat the process until you’ve
   selected all the QuickParts you
   want to use in your email.
5. Address and send your message.

For Outlook 2003 Instructions,
click here.

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JC
Kadii, Mortgage Virtual Assistance and
Online Marketing Services .
770-469-7385. Are you reaching
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