I often suggest starting a “Do It” pathway in Outlook by opening an unopened email message (that contains a report as an Illustration, or link to a dashboard or other Illustration key screen). This has proven to be a very compelling approach.
Recent Great Demo! Workshop participants noted that they want to test the message before the demo to make sure that it contains the correct information/links. One participant commented that you can open the message, check it, close it, and then right-click on it to choose “Mark as Unread”. This returns the message to the bold appearance, making it look as though it was never opened. Nice!
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