Organize Emails
Complete step-by-step checklist to organize emails covering create sorting labels and configure sorting filters, and essential action items.
Create sorting labels
Set up folders/labels for clients, orders, and receipts
Configure sorting filters
Create rules to auto-archive newsletters or alerts
Archive resolved emails
Move resolved emails out of inbox to archives
Unsubscribe from promotions
Use unsubscribe links on newsletters you don't read
Check spam folder weekly
Scan spam and permanently delete clutter
Update email signature profiles
Ensure contact number and job title are current in signatures
Consolidate multiple email accounts
Forward secondary accounts to your primary inbox
Delete expired coupon emails
Search and delete expired deal emails weekly
Star actionable emails lists
Flag emails that need follow-ups or replies today
Backup client email archives
Export old business email folders to offline PST/MBOX files