Outlook Folder Setup?
What does your outlook folder set-up look like for a live deal?
I usually have the following subfolders:
Marketing Materials (CIP/Teaser/MP) Financials / Model Buyers Lenders VDR / IRL QoE Market Study Weekly Update Diligence Scheduling
I try to file away every email I get into one of those folders. Some of these folders have subfolders like buyers, lenders and diligence.
Curious to hear about your guys' structures. I know a few people who have 0 folders and I can't comprehend how they stay on top of things.
I personally use only 2 folders per deal: admin and documents. That way if I need to pull up a document that has been shared during a call I have quick access. The structure you shared looks more like our shared drive where a save a backup of all documents sent/received
Looking forward to hearing others’ way of working
I just raw dog it, emails come in - if it requires a response or gives me a to-do I either knock it out right there, or add a note to rolling notes app doc with reminders for follow ups/action items. Then comb through every single email at the end of the night one by one. People probably think I'm insane but am just way too lazy to do all the clean and tidy filing. You get pretty good at filing things in your memory and searching outlook for names/keywords becomes a skill.
Haha yep the key is to know who sent it and roughly what time. Then you’re set.
Same - I am 10 years in and have never used folders. I am way too unorganized to do that, at this point in my career I know what matters and what doesn't
Yeah same here only thing I filter out is the accepted emails to invites but the rest I rawdog, I have issues but never related to not being able to find an email
3 folders
- internal
- client
- buyers
Why a buyer folder? Wouldn’t buyer discourse be covered within the broader client folder when you’re advising on a sell-side?
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