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Page 23 of 23PREVNEXT

Business Contact Manager: Track customer data in Outlook

Overview
Show/Hide lesson sections
Get to know Business Contact Manager in Outlook
 
The why and the where
 
 
More ways to see your data
 
 
See or change the database
 
 
Practice
 
 
Test yourself
 
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Build a central resource of Contacts, Accounts, and Opportunities
 
Use the Business Contact and Account forms
 
 
Accounts and contacts: they're related
 
 
Remember history: your link to success
 
 
Add to the history on your own
 
 
Add e-mail to the history automatically
 
 
Target your efforts with reports
 
 
Practice
 
 
Test yourself
 
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Make the move
 
Contacts in Outlook: to move or copy
 
 
When your contacts are not in Outlook
 
 
Map your fields when you import
 
 
Practice
 
 
Test yourself
 

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Page 23 of 23PREVNEXT
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