In this video, you will learn how to access the Outlook Customer Manager add-on and tour the user interface. Plus, learn how to set up new companies; create deals, meeting logs, posts, and calls; and share data with team members.
- [Instructor] Outlook Customer Manager is a new customer relationship management tool available for free, to Office 365 Business Premium Subscribers. It works seamlessly with your Microsoft Outlook Email Account here, to help you keep information about your customers centralized, and readily accessible. You'll know if you have it when you log into Outlook, and see Customer Manager on the ribbon at the far right-hand side here with the Home tab selected. And clicking here just simply opens up a pane for Outlook Customer Manager on the right-hand side.
This gives you a quick overview of deals, tasks, et cetera, but when we close this up, and go down to the Navigation Pane, at the very bottom click the Ellipses to get access to additional options. Selecting Add-ins, will get you directly into the Customer Manager Tool. And you can see here with Customer Manager open, we can create new things like Contacts, brand new Companies, set up new Deals here with Companies and Contacts.
You can communicate with your contacts through email, or setting up meetings. And over here on the right-hand side, you'll see headings across the top for different views. With Companies selected, you'll see a list of companies you've already created, and if you need new companies added, you just go up to the New Group here on the ribbon, and select Company. Companies that appear here can be selected. Selecting them takes you directly to the right-hand side, where you'll see the number of Contacts, Deals, Task Lists, et cetera, including a Timeline, Notes and Files that you might be sharing and collaborating on with those contacts.
When you go up to Today, you'll get a nice overview of what's going on for the day, including a list of tasks. Looks like there's one here, Sign final contract. You'll see a Deal Summary over here on the right, including active deals that are in the works, deals that have been won, and deals that have been lost. You'll see access to Recent Contacts and deals from here as well. And if you go to your Contacts, you'll see a list of contacts, and of course you can select any of your contacts to get more information about them over here on the right-hand side, including access to Deals and Tasks, and as you scroll down you can see you can look at any upcoming meetings.
You can look at when they were added as a business contact, and you can see files for example, that were shared, and email messages. When you go over to Deals, you can focus in on the deals. Deals that might be in progress, deals that might be won or lost. Click the Dropdown here to see All Deals, or narrow it down to Active Won or Lost Deals. By selecting any one of these deals from the list, you can get more information about that deal.
For example, you'll see the amount of the deal, the status, it was won. And you'll see contacts, tasks lists, and a timeline as well, for a specific deal when it's selected. So as I mentioned earlier, if you work in an organization that subscribes to Office 365 Business Premium, you automatically get access to the new Outlook Customer Manager. If this looks like something for you, you can learn more about it, by checking out our Learning Outlook Customer Manager course here, at LinkedIn Learning.
LinkedIn Learning (Lynda.com) is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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