How do I track follow-up sales calls

R

Rick'nBatonRouge

I am new to Office OneNote 2007 & want a system by which I can remind myself
to follow up in a few days from a cold call on a customer. I want the
"reminder" to remain until the follow up has been achieved.
 
J

John Guin [msft]

To clarify a little more:

If you type "SHIFT+CTRL+2" you will get a red flag drawn next to the text in
OneNote and you will get a task created in Outlook simultaneously. The
reminder in Outlook will fire for tomorrow. And you can mark the task
complete in either OneNote or Outlook - they stay in sync.

If you click Insert and choose Outlook Task, you can get an idea of all the
different ways to create a task in Outlook from OneNote.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top