Contacts and Opportunities

  • Thread starter Thread starter Bigguy2468
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Bigguy2468

Well, I setting here doing a "Test Drive" of Outlook 2007 Business
Contact Manager and so far to am not over impressed, but I want to give
Outlook a fair chance to prove itself to me.

I am currently using a CRM program called Maximizer which works real
nice. It does integrate somewhat with MS Office and I can't really say
that I am having any real problems. The thing is that I am considering
joining the partner program through MS and using their Action Pack
Subscription software. One of the things that I have enjoyed with my
current CRM is I can create and follow any opportunity for any contact
or company. However, in Outlook, business contact manager appears almost
to be a program within a program. Opportunities seem to only able to be
linked to companies and contacts listed under Business Contact Manager
and any contacts that are just listed under Contacts have no way to link
to opportunities. I have read that you can make all your contacts
Business contacts, but I see no where that you can do this.

I am not interested in using 2 CRM programs, that seems very redundant
to me. I would like to make the complete switch to Outlook 2007 with
Business Contact Manager and just have one all inclusive suite.

Has anyone any comments on this or help me understand if I am missing
something here?

Cheers!
 
I have read that you can make all your contacts
Business contacts, but I see no where that you can do this.
Click to expand...

Try copying a contact from your Contacts folder to Business Contacts.

FYI, there is a separate newsgroup for BCM issues -- microsoft.public.outlook.bcm

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
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