By JC Kadii, MortgageVirtualAssistant.comSM
When I teach an Outlook skills class, students are always excited to learn how they can use categories to group their data and save time.
Let’s say you’re a mortgage originator with 100 contacts you’d like to add to the category “Clients.” It will take a couple of hours for you to open each contact, click the Categories button, select the Clients category, close the Categories box, and save and close the Contact. Sheesh! I get a headache just thinking about it!
Fortunately, there’s an easier way.
- Select the contacts you want to add to a category.
- Right click.
- Select Categories.
- Click the check box next to the category (ex., “Clients”).
In one step, all of the contacts you’ve selected are added to that category.
JC Kadii, Mortgage Virtual AssistantSM . 770-469-7385. Through http://www.close-more-loans.com/, JC leads a team providing top notch administrative, internet marketing, and technology services to mortgage professionals. Mortgage professionals are encouraged to visit the website and sign up for the More Closings email newsletter to receive the report 6 Steps to More Referrals.
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