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MS Outlook Task Management for Real Estate Transaction Coordinators

By James Kimmons, About.com

4 of 10

Saving a Master and a Working Transaction Sheet

Saving the Sheet as a .csv file
Now that you've gotten the spreadsheet customized with your desired tasks and DAC/DBC numbers, we're ready to save it first as your master spreadsheet.

Make another copy to be your "Working" copy. That way, should you mess it up somehow, you can restore it from your Master. The good news is that you don't have to do the customization again. You can then use it to build each transaction sheet for export.

**Remember to select the .csv Comma Delimited file type.

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