Automatically Create Leads from Web Forms

Prospective customers often visit a company’s web site before doing business.  Most web sites display product and service details.  From the web site, visitors can request additional product information, explain a custom need, or report an issue.  When the user submits a request, the web server can generate an e-mail message to the sales representative with the sender’s name…

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Add an Outlook Toolbar Button to Create a Business Note

It is often necessary to create a Business Note for a contact when you are in a hurry.  To simplify this process, you can create a button on your Outlook toolbar:1.) Verify that your security settings will prompt you to run unsigned macros by selecting “Tools | Trust Center…” from the main Outlook window. Then…

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Add Outlook Toolbar Buttons to send Letters and E-mail to Business Contacts

Below are two macros to send e-mail or letters your Business Contacts.  Running these macros opens a new Marketing Campaign with all the fields filled out.  Click “Launch” on the Marketing Campaign form to open the letter or e-mail in Word, then click “Mailings | Finish and Merge” in the Word Ribbon.To create these buttons…

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