MS Outlook Task Management for Real Estate Transaction Coordinators
By James Kimmons, About.com
This is a quick and simple step. Remember that we exported the spreadsheet file not as a spreadsheet, but as a .csv "Comma Separated Values" file. All we do here is let the Outlook import know what type file it is importing.
Prev
- Download the free transaction spreadsheet.
- The Real Estate Transaction Tasks Spreadsheet
- How to Add, Change or Delete Transaction Tasks in the Spreadsheet
- Saving a Master and a Working Transaction Sheet
- Importing the Real Estate Transaction Tasks into Outlook - First Step
- Informing Outlook Import that Our File Type is .csv
- Selecting the File to Import and Other Options
- Setting the File Destination as Tasks Folder and Ready to Map Fields
- Mapping the Fields of Our Import File to the Proper Outlook Fields
- The Transactions Tasks Displayed in Outlook
The Other Spreadsheets for Download
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