Create deals

- [Instructor] In Outlook customer manager…a deal is a quote, a bid, or any…potential opportunity with your customers.…You can see your deal summary on the right hand side.…That is how many active deals you have…how many deals you've won and how many deals you've lost.…Any deals that are coming up to close soon…will be in the focused area on your today panel.…In the previous video, I showed you…that you can create a new contact or company…by clicking the icons in the ribbon.…A deal works the same way.…

I'll click to create a deal, in here you…can put a deal name and link it…to a particular company or a contact.…I am going to click the cancel button…on the bottom right hand side of the screen…because I want to go back to email.…You can also create deals directly from an email.…Here's a new email that I've received…from Simon Pixelford, who is our photographer.…He's asking for a quote for one of our…conference rooms to do a one day workshop…on purchasing camera gear for his clients.…

He'd also like to see what the rates are…