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An Opportunity is a chance to sell your products or services. By using Business Contact Manager for Outlook, you can track your Opportunity information through Opportunity records (Opportunity record: The location for storing Opportunity information, including information that is entered on the Opportunity form, linked records, and communication history items.).

An Opportunity record is linked to either an Account (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.) or Business Contact (Business Contact: A person with whom you do business at a company or organization.) record and is used to help you keep track of your growing relationship with a potential customer (customer: A person or company to whom your company sells products or services.) or vendor. Opportunities can also be linked to communication history items (history item: An item such as an appointment, business note, e-mail message, file, or task that is linked to an Account, Business Contact, Opportunity, or Business Project.), such as business notes, tasks, appointments, phone logs, and files.

In an Opportunity record, you can view all your information from the initial contact to a closed sale. You can also run reports or sort views (view: Different ways of looking at the same information in a folder by putting it in different arrangements and formats. There are standard views for each folder. You can also create custom views.) to prioritize sales information, track customer interactions, indicate progress, and forecast your sales. If Business Contact Manager for Outlook is integrated with your accounting system (accounting system: The accounting program.), you can create quotes, sales orders, or invoices from your Opportunity records.

Open an Opportunity record