Microsoft Office Tutorials and References
In Depth Information
10. (Optional) Click the Tracking tab and make additional notes.
Need to make a follow-up — or two or three? Here’s where you can add
your phone logs and notes.
11. Click OK to save your changes.
Home, sweet home — which (in this case) is the Opportunities list
where your newly created opportunity now resides.
Producing More Products
A product is an item that you sell or a service that you provide. You can add
products to the Business Contact Manager Products list to develop a
centralized catalog, or you can add a product to an opportunity if you want to create
a product that is only used with that opportunity.
Products work in much the same way as Contacts, Accounts, and
Opportunities. You can view all your products in a list, or you can zoom in
on any given product to see a bit more detail. You can access your products
while adding or editing an Opportunity in the same way you access your
Account and Contact lists from within an Opportunity.
However, there is one rather unique quirk you should recognize while
working with products: Products that are created from within an Opportunity
don’t appear in the Products list. And when you edit the price or quantity
of a product in an Opportunity, that change doesn’t appear as a permanent
change in the Products list.
If the concept of adding a product through an opportunity or the Products
list seems confusing, you might follow this simple rule: If you want a
particular product as a part of your permanent Product list, add it directly from the
Product list.
Any changes you make to products from within an Opportunity list don’t
affect the main Product list, only the current Opportunity you are editing.
Understanding where to add a new product is the difficult part; creating a new
product is the easy part:
1. Click Business Contact Manager from the Office Live Home page
Navigation bar.
The Business Contact Manager dashboard opens.
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