How do I define a different set of Sales Stages?

D

Dave

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
 
P

Patricia Cardoza [Outlook MVP]

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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