In this video, Jess Stratton shows you how to create a business proposal, bid, or quote. Outlook Customer Manager calls these deals, and Jess walks you through creating a deal.
- [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…
Author
Jess Stratton
Released
2/10/2017Jess begins by showing what you can and can't do in Outlook Customer Manager, and shows how to obtain the tool with your Office 365 subscription. She then walks through how to view customer data by navigating the interface and utilizing the sidebar in Microsoft Outlook. Next, Jess shows how to work with customer data in-depth, including how to set up new potential deals, set reminders for yourself and your colleagues, and share sales data with your team.
- Identify the color that highlights the active section in Customer Manager.
- Name what Outlook Customer Manager calls a quote, bid, or potential opportunity.
- Recall what a calendar icon denotes and what an envelope icon denotes.
Skill Level Beginner
Duration
Views
-
Introduction
-
Welcome33s
-
-
1. Get Started with Customer Data
-
Navigate the interface3m 46s
-
Use the sidebar in Outlook4m 52s
-
-
2. Work with Customer Data
-
Create deals5m 4s
-
Add a reminder2m 57s
-
Share data with your team2m 16s
-
-
Conclusion
-
Next steps17s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Create deals