Onsite Training

Overview

Maintaining and keeping good communication with a network of clients and prospects is one of the most important activities for a business professional. By taking this course you will find a better way to manage and communicate with your contacts using Microsoft Outlook.

The objective of this course is to provide business professionals with the tools they need for effective communication with their clients. This course will utilize the industry's best practices when using Microsoft Outlook as an Email and Contact Management tool for business professionals. The course covers all aspects of setting up an effective contact management system using Microsoft Outlook, helping the user to manage the volumes of electronic documents, making the use of email more efficient, more professional and will help to prevent the misplacement of important correspondence.

Topics

• Contacts
• Calendars
• Tasks
• Email
• Time management and managing electronic communications
• Organizing email
• Journaling
• Email address management
• Mass mailings
• Junk mail and spam
• Rules

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*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

Price: $329 + applicable taxes

Max Students: 12

Schedule

If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or andrew@escomputertraining.com for more details.