How do I define a different set of Sales Stages?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I'm trying to adapt Business Contact Manager from Outlook 2003 to a sales
process that does not look like the one that comes with BCM. Is there a way
to chenge the sales stages definition? How about any links between new sales
stages for the funnel report?

Thanks, Dave
 
In order to define new sales stages, you'll have to customize your BCM
forms. For instructions, see my blog (link below).

--
Patricia Cardoza
Outlook MVP
Author - Special Edition Using Microsoft Office Outlook 2003
Lead Author - Access 2003 VBA Programmer's Reference
Author - Absolute Beginner's Guide to Microsoft OneNote 2003

http://blogs.officezealot.com/cardoza
 

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