Steps for doing this are:
1. From the email window, right-click on Personal Folders.
2. Click on New Folder
3. Name the folder, in this case we're using "Kimmons to Jones".
4. Once you click OK, the folder is created.
Using an Outlook Rule to Archive Transaction Emails
By James Kimmons, About.com
1 of 4
Prev Next
Create a folder in Outlook for the transaction
Many real estate brokerages us the format "BuyerName to SellerName" for transaction identification. In our example, we'll use "Kimmons to Jones". Use whatever you want, but name the folder for the transaction.
Prev
- Create a folder in Outlook for the transaction
- Make a rule for filing emails that you receive from your client or others.
- Create a rule to file our outgoing emails for this transaction
- Create rules as new participants email you about the transaction.
Want to Learn More?
Explore Real Estate Business
Must Reads
About.com Special Features
Start your new business on the right foot with these helpful tips. More >
Easy steps to take control of your credit card debt. More >
©2009 About.com, a part of The New York Times Company.
All rights reserved.