Managing Inbox - Help
Incoming intern in IB doing coverage. I can keep a clean inbox but how the hell do you organize it? I know everyone does it differently, and I read some old threads about filing emails, but I'm confused. If I create deal folder, a new email just goes into the folder and I don't see it in my inbox? So I have to be checking every single folder every time I'm checking email? Or will it pop into my inbox and I have to drag and drop it again?
I tried doing folders, but then when you need to file an email, you can't just CNTRL F it. If you can't find it in the folder's it's not going to come up under general control F. Tips on better managing it and actually explaining how the systems works would be tremendously helpful.
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I would make a folder for each pitch or deal I was on so you can go back to it easy. If you have any regular asks such as market reports or weekly updates make a folder for those as well. Then make folders for team members that you work with and put one offs in there. Finally add a “zmisc” at the bottom of your folders that you dump updates and random junk in.
As much as you can automate emails to folders. For instance, if you like morning brew and other newsletters that come to your email box make them go to a folder for news automatically. Finally, do your best to clean your email every day before logging off leaving only open asks in your inbox; otherwise, it will stack up fast. You’ll develop your own methods and folders from there. Good luck!
Very helpful. let me clarify then. So if I have an email and move it into a folder, I no longer see new emails on that thread in my inbox. If there were an update, I would have to manually go in and do this.
So in essence keep anything current in the inbox and when it is no longer being used/responded to, store it?
Not to be an advocate for hoarding and like cleaning things up as much as the next guy, but I would try to hold onto to some stuff that could be relevant moving forward. I know that's vague, and you'll get a better feel for what that actually means, but have had tons of times where there's been an important detail in an older email that could be helpful.
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