How to Use Microsoft Business Contact Manager

Microsoft Business Contact Manager is an add-on utility for Microsoft Outlook. Business Contact Manager adds customer relationship management capabilities to the features already in Outlook. For example, Business Contact Manager allows you to add information about the particular products or services that a customer in your Outlook contacts list has purchased from you. You can import customer and product data when you are ready to use Microsoft Business Contact Manager.

Difficulty: Moderately Easy

Instructions

1. Import names, email addresses, phone numbers and other customer data records from your Microsoft Outlook contacts list to begin populating Microsoft Business Contacts Manager. Click the "File" link in the Microsoft Outlook menu bar, point to Import and Export, then click the "Microsoft Business Contacts Manager" link. This opens the Business Data Import and Export wizard.

2. Select "Outlook Contacts folder" when prompted to choose the type of file to import; then follow the prompts in the Business Data Import and Export wizard to finish importing contacts.

3. Import lists of your products or services. Click "Product and Service Items List" on the "Business Contacts Manager" menu. This opens the Product and Service Items List dialog box.

4. Click the "Import" button in the dialog box to open the "Import Items" wizard. Follow the prompts in the wizard to finish importing product and service lists.

5. View and listen to the Microsoft Business Contacts Manager product demos to learn how to perform specialized tasks, such as creating marketing campaigns and creating sales quotes and orders.

References

• Information from Microsoft on Business Contact Manager
• Product demos for Microsoft Business Contacts Manager on the Microsoft website