Slides with Outlook® Contacts Tips, Hints, Steps, For Admins

1. Time-Saving and Efficiency Tips, Hints, and Steps
for Administrative roles
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2. Outlook® 2010 Contacts
 Creating new contact
 Good for: having someone’s contact information
available in case you need it in the future –
vendors, service providers, customer key contacts, etc.
Also makes easier to create group distribution lists.
 Creating group distribution lists
 Good for: preparing to send messages to customer
groups, contact roles
(sales, recruiters, technicians, accounting, etc.) without
having to send the same message individually to each
person.
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3. Creating New Contact
 Steps:
 Click on Contacts, then New Contact.
 Enter as much or as little information as you have or
need. Minimum guideline is name, company, and
email.
 Enter comments in Notes that may be helpful if you
don’t contact individual often – such as reference
account number or equipment model number when
calling – XR1234, equip model 100pbi
 Click Save & Close.
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4. Creating group distribution list
 Steps:
 Click on Contacts, then New Contact Group.
 Contact Group window appears. In Name field, enter your
name for this group, such as Marketing Mailing List, or NW
Sales Contacts, or Event Attendees, etc.
 Click on Add Members, and select appropriate option:
 From Outlook® Contacts (contacts from your Outlook® contacts),
 From Address Book (internal company email contacts), or
 New Email Contact.
 Continue adding members to your group until it’s complete.
This is now in your personal Outlook® Address Book.
 Click Save & Close.
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5. Questions?
 There are many more Outlook® 2010 functions and
features available; they are all excellent and valuable
tools.
 If you have questions or would like to review specific
steps, please see my function-specific presentations, or
contact me.
I hope you find this information helpful;
good luck and best wishes!
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