G'Day Terry,
I've never been in Sales, so I'm not EXACTLY sure what you mean....
The following advice is for Outlook 2003. A similar facility is
available in earlier versions.
Please try the following:
While viewing your Contacts (say) by Category (any view will do),
Click "Folder List" in the lower half of the Navigation Pane.
You now have two Panes:
| Folder List | Contacts |
(Left-)Drag a Contact from the Contacts Pane and drop it on the
*Tasks* Folder in the Folder List Column - is this something
similar to what you would like? (Close the Task without saving.)
If it is, then RIGHT-Drag instead to see various other options
available after you drop - and while Right-dragging try also
dropping on the Calendar (for your particular purpose here, do
not choose the top option "Address New Meeting", but it will
also be useful to you).