BCM 2007

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Guest

I have just upgraded to Office 2007 and with it got BCM, so I thought I would
put it to good use.

My requirements are quite simple but I am getting really confused as to how
to use it effectively. I want to use it to track multiple leads that are
provided to me by my Business contacts.

I've tried setting each lead up as an opportunity (which it is) and linking
it to the business contact, but I don't seem to have the option of inputting
name and address details within the opportunity option.

I then tried setting up each lead as an account so I could input name and
address details and then adding an opportunity to that account, but I then
can't seem to link it back to the business contact that provided the lead.

Am I missing something obvious?
 
When you get a new Lead from a Business Contact, simply enter the source Business Contact in the Lead's "Initiated By" field.
"Initiated By" can also be used to track Marketing effectiveness. Simply select the Marketing Campaign that led this new Lead to
you.

Hope that helps!
--
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
I have just upgraded to Office 2007 and with it got BCM, so I thought I would
put it to good use.

My requirements are quite simple but I am getting really confused as to how
to use it effectively. I want to use it to track multiple leads that are
provided to me by my Business contacts.

I've tried setting each lead up as an opportunity (which it is) and linking
it to the business contact, but I don't seem to have the option of inputting
name and address details within the opportunity option.

I then tried setting up each lead as an account so I could input name and
address details and then adding an opportunity to that account, but I then
can't seem to link it back to the business contact that provided the lead.

Am I missing something obvious?
 
Mattymoo:

If your business sells to companies who have multiple people working there
that you have relationships with, then setup an account for the company,
then multiple contacts for each person. If your business sells mostly to
individuals, or you usually just deal with one person at a company, then use
contacts.

Think of these as containers. Into the container, or hanging off the
container, are items like opportunities you have with that contact or
account, or like tasks related to your dealings with that contact or
account, or appointments with them, or business projects that revolve around
them. When you have a phone conversation, write a Business Note that links
to them. Now, you can look in Communication History for the contact or
account and see everything you've done with them, including all the incoming
and outgoing emails that are automatically attached to their record.

You can start off with the contact marked as a Lead and then make them
Active when they become a customer. Or, don't use that and use the Sales
Stage in the opportunity to track their progress through the sales cycle.

Make better sense now?

Take care,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
 
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