Business processes and customers, the "Business Contact Manager" in Outlook to manage. We will explain how you can take advantage of.
Business Contact Manager
Business Contact Manager Business Contact Manager In the following steps we will explain how the CRM Software in Outlook.- Download the extension from the Microsoft Store, download and install them.
- Start Outlook, and on the left, click below on "Business Contact Manager".
- Now you are in the so-called Dashboard. Here you have an Overview of all functions.
- Thanks to the advanced contacts function in the BCM, you have all your business contacts in view, and also illustrate representations such as graphics, diagrams or Reports.
- In the communication history, you have an Overview of all tasks, notes and E-Mails, regardless of whether they have already completed or are still pending.
- Sales of the employees can be in contact management visualized.
- In the tasks you can manage all the projects. Here you can see which employees which project has been assigned and the current Status. This will get you in a concise tabular view.
- Using this function, you have a sense of figures, sales and sales opportunities. The BCM includes a variety of report templates, which you according to your Wishes individually design.
Business Contact Manager for Outlook
By
David Amoyal
→
Monday, May 12, 2014
Business processes and customers, the "Business Contact Manager" in Outlook to manage. We will explain how you can take advantage ...
