Show All

Hide All

The Business Contact Manager Home page (Business Contact Manager Home page: A document that serves as a starting point for exploring Business Contact Manager for Outlook. The home page is displayed by default and can be customized.) offers fast, customizable access to frequently used business tools.

Display the Business Contact Manager Home page

• To open this page, on the Business Contact Manager toolbar, click Business Contact Manager Home.

Add or Remove Content on the Business Contact Manager Home page

The page includes four tabs: Home, Sales, Marketing, and Projects. To get started, do the following:

1. Click a tab, and then click Add or Remove Content.
2. In the Add or Remove Content dialog box, select the content types you want on the page. You can add any of the standard content options provided, such as Business Leads or 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. To adjust the order in which the content types appear on the page, click the Move Up or Move Down buttons.
3. On the pages, in the section headers, use the Up   or Down   arrows in the content sections to collapse or expand the section. To remove a section from a page, click the Delete    button.
4. To change what details appear in the section lists, right-click a column header and click Field Chooser. Drag a column heading from the Field Chooser to the list header to display information from that field. To change the location of a header field, click and drag the field in the header.

The types of content you can choose from include:

• Online Spotlight (Online Spotlight: A section of the Business Contact Manager Home page where links to Help topics and other information are provided. The links are included in the Online Spotlight section to call the user's attention to the information.)   Learn how to make the most of your business tools and upgrades for Business Contact Manager for Outlook.

   Note   If you do not want to receive this information, click Add or Remove Content, and clear the selection. Repeat this action for each tab.

• Reports   Run, display, and print a variety of reports.
• Accounts  View recent activity in 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  View recent activity with your Business Contacts (Business Contact: A person with whom you do business at a company or organization.) or a list of Business Contacts with Excellent Rating.
• Marketing Campaigns  View recent activity in current 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.) (on the Marketing tab only).
• Opportunities  Include a list of open Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.), view recent activity in your Opportunities, or display Opportunity charts such as the Opportunity Funnel or Opportunity Pipeline.
• Business Projects   View recent activity in 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.) or a list of open Business Projects.
• Project Tasks   Start a new task (task: A personal or work-related project, assignment, or errand to track through completion.) or view open tasks.
• Search Folders  View the contents of Search Folders (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.