Microsoft Office Tutorials and References
In Depth Information
Business Contact Manager consists of five main areas, all of which you can
access by clicking the corresponding tabs that run across the top of Business
Contact Manager page:
Accounts: The companies that you work with
Contacts: The individuals that you work with
Opportunities: Potential sales you’re hoping to close
Products: The items or services that you sell
Business Documents: Documents that you upload to the BCM portion of
Office Live to share with other users
Accounting for Your Accounts
Business Contact Manager includes the capability to add both accounts
and contacts . An account record contains all the pertinent details about a
company or an organization. A contact record collects information about
an individual person. You can associate contacts with an account if you
have a number of contacts in one company.
You might think of an account as an “uber-contact” because it represents the
master contact. Some of your clients may be smaller businesses and you’ll
find that one contact record is sufficient. However, if you’re dealing with
larger organizations — those with a bunch of cubicles and a cafeteria — you
might be dealing with several people in an organization. And chances are that
the contacts working for a company might be “here today and gone
tomorrow.” The account record holds the critical information for the company,
including a list of all the contacts associated with it.
Adding an Account record with
all the bells and whistles
Creating an account is easy. Here’s all you need to do:
1. Click Business Contact Manager from the Office Live Home page
The Business Contact Manager dashboard opens.
2. Click the Accounts tab.
The Business Contact Manager Accounts list opens, as shown in Figure 8-2.