Video: Track sales opportunities in Outlook Customer Manager

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Manage sales opportunities with deals in Outlook Customer Manager.

Create a deal

  1. Select an email to view information about the contact in the Outlook Customer Manager pane to the right of the reading pane.

  2. Add a sales opportunity (deal) by selecting the + button next to Deals.

  3. Select Save.

  4. Select the newly created deal and then select View Details to view the details.

  5. Fill in any additional details like amount, stage, and priority and then select Save.

Customize deals

  1. Select the More button on the Outlook navigation pane and then select Add-ins to launch the detailed view of Outlook Customer Manager.

    More button on Outlook navigation pane

  2. Select Deals.

  3. Select the pen icon next to the Stage column.

  4. Enter a new custom stage and then select Save.

  5. Scroll horizontally to the Amount column and select the pen icon.

  6. Select the currency from the drop-down list to update the currency.

Want more?

Outlook Customer Manager FAQ

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