You can use Contact Manager to group your contacts into predefined categories to smartly manage your key business relationships. Use this organization feature to help you better track sales leads and opportunities through the sales process, service customers after the sale, or track vendor payments.

This articles describes how to organize your Business Contacts list. To learn how to manage all your Contact Manager lists, see Add, edit, or delete a contact, account, opportunity, or product.

• Organize your contacts into a group

• View all contacts in a group

• Add a new contact to a group

• Add an existing contact to a group

• Add a group

• Delete a group

Organize your contacts into a group

You can use Contact Manager to categorize your contacts into one or more of the following groups:

• Lead or Prospect   A person who is likely to buy your product or service. Keep track of people who have the potential for growing your business.
• Customer  A person who buys your product or service. You can record details about customer preference, as well as purchasing and invoice information for each member of this Business Contacts group.
• Vendor   A person or business providing products or services that help maintain and grow your business. Use this group to gain quick access to critical information, such as contact details and payment terms.
• Employee   A person who works in your business. Keep employee personal information available at a glance, including home address, phone numbers, birthday, or spouse or partner name.
• Newsletter Subscriber   A person who receives newsletters, coupons, or other company information. Assign contacts to this category to make sure you send your marketing materials to the most effective audience.

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View all contacts in a group

You can use the preview pane to the right of the left navigation bar to see a list of all the contacts in a particular group.

1. On the Microsoft Office Live Small Business Home page, at the top, click More, and then click Contact Manager.
2. In Contact Manager, on the left navigation bar, click Business Contacts.
3. On the left navigation bar, under Business Contacts, select a group. A list of contacts assigned to the group appears in the preview pane.

  Notes  

• If you need to see more details about a contact, click the contact name. Partial details about the contact appear to the right of the preview pane. To see more details, click Show more details. An expanded view of the contact information appears.
• You can send an e-mail marketing campaign to groups in Contact Manager. To do this, on the actions bar, click New and then select Marketing campaign. For more information about e-mail marketing, see Create and send an e-mail marketing campaign.

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Add a new contact to a group

Watch the video (1:27)

1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager.
2. In Contact Manager, on the left navigation bar, click Business Contacts.
3. On the actions bar, click New, and then click Contact.
4. In the New Contact form, under Groups, select a group. Type information in the other text boxes in the form, and then click Save.
5. On the left navigation bar, under Business Contacts, click the group that you selected in step 2. Your new contact appears in the preview pane.

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Add an existing contact to a group

1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager.
2. In Contact Manager, on the left navigation bar, click Business Contacts.
3. Below the actions bar, click the arrow next to View, and then click View all.
4. Select the contact that you want to assign to a group and then, on the actions bar, click Edit Item.
5. In the Edit Contact form, under Groups, select a group, and then click Save.
6. On the left navigation bar, under Business Contacts, click the group name that you selected in step 3. Your contact appears in the preview pane.

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Add a group

1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager.
2. In Contact Manager, on the left navigation bar, click Business Contacts.
3. On the left navigation bar, click Add a group, and then, in the Add a Group box, type the name of the new group.
4. Click OK. The new group appears in your Business Contacts list.

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Delete a group

1. On the Office Live Small Business Home page, at the top, click More, and then click Contact Manager.
2. In Contact Manager, on the left navigation bar, click Business Contacts.
3. On the left navigation bar, under Business Contacts, click the Delete icon next to the group that you want to delete, and then click OK.

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