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The Add or Remove Content dialog box can help you customize your Business Contact Manager for Outlook usage. You can add any of the standard content options provided, such as Business Leads and Account Recent History, as well as any Search Folder (search folder: A folder that is used to store searches and share them with other users. It is dynamically updated each time the query is reloaded.) you have created. Use the check boxes to select the kind of information that you want to see about your Accounts (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contacts (Business Contact: A person with whom you do business at a company or organization.), Opportunity (Opportunity: The chance to sell your products or services to an Account or Business Contact.), Business Projects (Business Project: A project that is created in Business Contact Manager for Outlook. A Business Project is made up of one or several project tasks.), Marketing Campaigns (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.), or Business leads (lead: A potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity.) on the Home, Sales, Marketing, or Projects tabs.

• To add an item to the specified tab, select its check box.

• To remove an item from the specified tab, clear its check box.

• To adjust the order in which the items appear on the specified tab, select the item, and then click the Move Up or Move Down buttons.

 Note   To access the Add or Remove Content dialog box, on the Business Contact Manager menu, click Business Contact Manager Home, and then click Add or Remove Content.