Tracking Prospective Customers

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Guest

Business Contact Manager doesn't seem to differentiate between existing
customers and prospective new customers. Am I stuck categorizing the people
I hope to do business with as business contacts, or is there another way?
 
[email protected] said:
Business Contact Manager doesn't seem to differentiate between existing
customers and prospective new customers. Am I stuck categorizing the
people
I hope to do business with as business contacts, or is there another way?
Click to expand...

You can designate a prospect as a lead and filter based on that.

What is the exact procedure that you are following now? Knowing that should
enable us to suggest a better way. :-)

Are you using BCM 2003 or BCM 2007?
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 
I don't have an exact procedure in BCM. That's what I'm trying to establish.

I am lawyer with my own practice. I designated my current clients and their
contacts as "accounts" and "business contacts." Everyone else is in my
regular Outlook contacts folder. It is unclear to me how to designate
someone as a lead.
 
[email protected] said:
I don't have an exact procedure in BCM. That's what I'm trying to
establish.

I am lawyer with my own practice. I designated my current clients and
their
contacts as "accounts" and "business contacts." Everyone else is in my
regular Outlook contacts folder. It is unclear to me how to designate
someone as a lead.
Click to expand...

It's a new feature in BCM 2007. I guess I am too used to it. :-)

Anyway, you can set categories on a business contact and then filter by
them.
Here is how to do it:
1. Open the business contact that is a to be designated as a lead
2. Click on the Categories button and add it to the Lead category. You can
just type it in if it doesn't already exist.
3. View -> Arrange By -> Current View -> By Categories

By the way, you can assign multiple contacts to a new category from this
view by selecting the contacts, right-clicking them, and choosing to add a
category.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 
[email protected] said:
I forgot to mention that I am using Outlook 2003.
Click to expand...

I knew that already.

Try the procedure of using categories anyway.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 
I see. I use the same basic technique in to group my tasks. I will keep my
eyes out for BCM 2007, as this is a little cumbersome for what I am doing.
Thanks for the help.
 
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