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Managing Your Business with Outlook 2003 for Dummies 26

Managing Your Business with Outlook 2003 for Dummies 26. Trong cuốn sách này, các bạn có thể biết cách làm thế nào để tổ chức, lãnh đạo nhóm của bạn và doanh nghiệp của bạn bằng cách tạo ra các thủ tục cho các mục tiêu kiểm soát, thông tin liên lạc thông qua e-mail, kiểm soát bán hàng, hoạt động tiếp thị, nhiệm vụ, và chia sẻ thông tin. | Chapter 15 Planning Prospecting and Visiting Customers 231 Using BCM to Prospect a New Customer If your company doesn t use the Exchange server and doesn t have anyone to customize Outlook you can use BCM rather than Contacts to manage your prospects. To open the BCM new Account form 1. Choose Business ToolsCAccounts. The Account list appears. 2. Click the New button. The New Account page appears. 3. Complete the customer information in each appropriate field. 4. Click the Save And Close button. See Chapter 6 for more details about using BCM to store your customer information. Recording customer information To file the important information collected at the customer site which doesn t fit neatly into the fields of the Account record you can open a note. Because the note is listed in the Account History you need to type a title to make spotting the note in the history easy. When your Account form is open 1. Choose New Business Note in the Account History frame. A Business Note appears. 2. Type your information from the company site into the comments text box and type your subject into the Subject text box. For example Information from their site would be a good subject that makes finding the information a quick task. 3. Click the Save and Close button. Open a new note whenever you need to type more information. Your two saved notes appear in the Account History. Linking appointments To set up an appointment from the account form your best option is to open the appointment from the Account History Items linking it to the prospect account. 232 Part IV Controlling Business Processes To do so choose NewO Appointment in the Account History frame. The appointment appears so that you can fill it in and save it. The Appointment is linked to the Account History. Figure 15-8 shows a New Account form. Notice all the available information about the prospect at this moment. You can even print the information and carry it with you to your appointment. Remember to click the .