Business Contact Manager Setup

A

Alecia

Can someone help me understand the difference between a business contact, an
account, and an opportunity? I am a realtor who works primarily with
individuals/families, although I do have some corporate clients. Is there
any benefit (e.g. report generation) to creating accounts for my
non-corporate clients?
 
C

Chris Schatte

Alecia,
Here is some information on BCM
http://office.microsoft.com/trainin...ID=RP010897471033&CTT=6&Origin=RC010897461033
You can assign or create categories such as:
Business, individual, vendor, etc... The benefit to creating accounts and
contacts for your non-corporate clients is that anyone you sell to is all in
one place under BCM.

Chris Schatte

use the Office Online web based newsreader here:
http://www.microsoft.com/office/community/en-us/default.mspx
In Office System 2003 applications:
Help/Assistance Pane/open Communities
 

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