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An IBA Exclusive
Training Session
Live online on your home or office computer |
It's been said the best way to learn is...
Hear it,
see it, do it!
All of our sessions are
conducted in this manner, in fact we go beyond that with our
Guarantee of free tech support on the material we covered.
Here's how it works:
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You dial into our
conference line* from a land line (preferably) - this allows
you to hear the live training and ask questions
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Go to my meeting website and log in - this
allows you to view my computer so you can watch me demonstrate
how to use Outlook
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Throughout most training sessions I will
periodically pass control of my computer to students for a hands
on experience.
All
sessions are done live.
* The call to our
conference line is to a (218) area code, thus a long distance charge
will show on your phone bill. If you have a long distance rate
of 3.5¢ per min it would ad just $1to your bill.
Special
IBA pricing of only $15 per session
(Normally $30 per session IBA
Members Save 50%)
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Outlook 2003
TRAINING |
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Session 1-
Registration Closed!
Entering Your
Data Correctly!
January 23, 2008
10:00am
to 11:00am |
Entering your data
appears to be easy. When having two people with
different last names in one contact form, how do you enter
the data so you can create form letters and address labels?
I'll show you how to:
- Enter contact information
- Correctly enter
significant others so the mail merge works
for letters and labels
- Set up
multiple
birthdays per contact
- Add a new
category
- Remove
Outlook's default categories
- Link
contacts to save you time and make follow up easier
- Change the
Default Reminder Notice to 1 day, 1 week, 10
days...whatever you want.
The course includes a Student
Guide to help with note taking. |
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Session 2 -
Registration
Open
Sorting Your Contacts
January
30, 2008
10:00am
to 11:00am |
In this session we'll
focus how to display your contact information the way you
want and we'll also go through how to sorting you list...so
you'll learn how to:
- View the
information in your database with 7 predefined views...5
of which you can easily modify - I'll show you how.
- Easily and quickly sort your data.
- Get the most from
the Category view.
- Display more
information by adding a column
- Remove
columns you don't want to see or print and
- Rearrange the data columns
This session will
help you to
streamline using your contact information. |
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Session 3
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Registration
Open
Quickly Create Form Letters &
Address Labels
February 6,
2008
10:00am to 11:00am
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In this session we'll
learn the process to create
a form letter and then we'll proceed to make address
labels using a very similar process...we'll cover:
- Selecting the names
- Inserting the fields
- Merging the data
- How the
"Significant Other" data looks in your letter
- The 3 additional quick
steps your form letter could be sent as an email...I'll
show you how.
- The preview
icon so you can view the letter
before we print it
- How you can edit an
individual letter even if you have 100 you're merging
We'll also go over
the process to create address labels
- Select the label
size
- Insert the fields
- We'll save a
template to save us time when we have to create
labels again
- Merging the data
- You'll see how the
"Significant Other" data is placed on the
label.
- We'll preview the
label
before we print it.
The course includes a Student
Guide to help with note taking. |
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"Having the ability to be mobile was
very important to me this week and the experience was like sitting down
with a friend in a coffee shop and having that friend teach me the
missing pieces of what I don’t know about Outlook. I will continue to
take more of Jeff’s courses for my technology training.“ Lori
D. Federal Way, WA
Session 4
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Registration
Open
Q & A Session
February 13,
2008
10:00am to 11:00am
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This session is totally
driven by the questions you have about the material we've
covered in the previous three sessions. This is your
chance to ask:
- For a quick
review of a particular process
- Answers to the
handout you didn't get filled in
- about a
"recommended" setting for a feature in Outlook - I can
provide some guidance based on your particular situation
- Situational
instances and how I would handle it with Outlook - i.e.
"if you had to send out 75 emails to a category of
clients would you do it as a group email or use the mail
merge feature to send them out individually? Why?"
This is an
opportunity for you to ask questions that are specific to
your use of Outlook 2003, so take advantage of this. |
Any one
session: $15
Any two sessions: $30
Remaining three
sessions:
$45
Take all 3 sessions and
get the 4th "Q&A Session" FREE!
STEP 1 OF 2:
RESERVE YOUR
SPACE NOW
About the
Instructor:
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Jeff Graves |
"This
technology and marketing manic has taught
over 1,000 classes with thousands of real estate
professionals in attendance. Jeff has become the
premier marketing and technology trainer in the
northwest for real estate professionals." Kirsten
Hardisty - Education Director Lawyers Title * Seattle
Jeff has taught over 600 classes on Microsoft Outlook,
Publisher, PowerPoint and Excel. He can
take something that is complicated, break it down into
step-by-step instructions that make it simple to do and
understand. |
Since 1999 he's been teaching
title reps, real estate agents and loan officers how to become more
successful. By the year 2000 he was teaching over 240 classes
and workshops a year.
For nearly 3 years he was a
featured trainer, for John L. Scott and Coldwell
Banker Bain,
two of the largest real estate offices in the
Northwest with over 5,000 agents combined.
Jeff started
doing online seminars in 2005 when he, his wife and son moved to Maui.
"I love teaching this way. I can keep the class small and intimate
so we can cover more material in a shorter period of time. Plus
you just can't beat the convenience of live online training!"
Jeff
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