How create *existing* Accounts?

  • Thread starter Thread starter George
  • Start date Start date
G

George

I'm using Outlook 2003 with BCM, and not sure I understand best way to
create Accounts from existing contacts. Wondered what others are doing?
For example....

Suppose my "Business Contacts in BCM" are Mike, Bill, and Jane at Microsoft
Corp. and I want to create an Account to track an opportunity to sell them
widgets.

I believe the idea of Accounts is that, in this case, there is only ONE, and
it aggregates all three people and contact details/history, along with the
opportunity potential...say I rate it 50% probability of closing a deal.

If I drag all three into Accounts, I think I get three entries. Is that
right? Is there any way to "merge" the three instead of creating one
Account enty called "Microsoft" and starting from scratch?

Thanks,
George
 
Create an Account named Microsoft.

Then on that Account form add the Mike, Bill and Jane as Business
Contacts for that Account.

Then add a History Item of type Opportunity to that Account to track
the sale of widgets.
 
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