In this video tip, we show how you can use CRM for Outlook to achieve inbox zero. Note this is my approach, may not fit everyone. Maybe you prefer to use subfolders to organize your emails so they can be found when you search in Outlook. That’s OK. The important things to keep in mind:
- Get the emails out of your active email inbox so you don’t miss important messages from clients among the flood.
- Track the emails in CRM–if they are business relevant, they will be of value to others working on the account. Even if you use a different approach to email organization, like subfolders, you can still benefit from this tip by bulk tracking emails when you move them to the subfolder.