Microsoft Office Tutorials and References
In Depth Information
Figure 8-8:
The
Accounts
Opportunity
tab.
Here’s what you need to do to add an Account record in a jiffy:
1. Click Business Contact Manager from the Office Live Home page
Navigation bar.
The Business Contact Manager dashboard opens.
2. Fill in the pertinent information in the Quick Add: Account section.
Talk about abbreviated — there are only three fields (Account name,
Primary E-mail, and Phone) to fill in.
3. Click Save to save your new Account record.
No pain, no gain. The more information you fill in now, the more information
you can use later. Although this method is quick and easy, be sure to fill in
the rest of the information later.
Contacting Your Contacts
While an account generally refers to a company, a contact is the actual person
with whom you do business. Although you enter contact information in
pretty much the exact same way as you do account information, some of the
fields differ a bit. For example, you’ll probably need to store more than one
e-mail address — and possibly an IM address as well.
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