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Sending a sales proposal by e-mail and leaving the message in Outlook's Sent Items folder doesn't remind you to follow up. Take these steps to control your open proposals until they become orders: In the Sent Items box, select the e-mail that contains your proposal information. Drag and drop the message into the Tasks list.
A new task opens with the sent e-mail inserted into it.
Set up the reminder for a follow-up call the next day. Type the proposal's gross value into the subject line. Click Save And Close.
You'll be reminded to make the follow-up call on time.
You can also adjust the Task priority if necessary: Record the phone call results and next actions in the Task itself. Set up the Reminder for the next action. Click Save And Close.
Repeat steps 1 through 3 for each new action until receiving the order.
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