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An opportunity represents potential business. What do you need to do next to go from potential to an actuality? First, you have to create the opportunity.

Microsoft Office Outlook 2007 with Business Contact Manager lets you track potential business in Opportunity records. You create an Account or Business Contact record that contains the contact information for your potential customer. Then you add an Opportunity record that contains information about the product and services that interest the potential customer. Add price quotes, assign the opportunity to a co-worker, specify which marketing campaign yielded the opportunity, and then finally, and most importantly, make the sale!

Watch this short demo to become familiar with the Opportunities form and the types of information you can include in your Opportunity records.

How to do it (text version)

Articles

• Create an Opportunity record in Business Contact Manager
• Create a Business Contact in Business Contact Manager
• Create an Account in Business Contact Manager
• Add a new communication history item to Business Contact Manager
• Add or remove content on the Business Contact Manager home page
• Import a list of product or service items into Business Contact Manager

Demos

• Demo: Use Business Contact Manager for Outlook 2007
• Demo: Tour the Business Contact Manager Home page

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