In this video, staff author Jess Stratton takes you through a tour of the interface of the brand-new Outlook Customer Manager add-in for Microsoft Outlook.
- [Instructor] You can switch to customer manager the same way that you'd switch to the calender or tasks by using the navigation switcher, either at the bottom of your screen horizontally or on the bottom left hand side vertically. I'll click the three dots underneath tasks and choose add ins. You're brought to the Outlook Customer Manager add in. Let's go over the navigation of this screen. We'll go over how to use these features, but for now, this is an overview of what you're looking at.
Like other modules, Outlook Customer Manager has its own ribbon for home. In that ribbon, you can easily create a new contact, company, or deal. You can create a new e-mail or meeting right from here. To the right of that is an easy way to import and export your data, which is great for giving reports. The support area is where you can search for current FAQs on the product, and you can also leave feedback to Microsoft, as this is a very new product. Directly under that is the four main areas of the customer manager.
Right now, we're in the today area, and you can always tell where you are because the currently selected option will be in blue. The today overview gives you a snapshot of what's going on. The focused area tells you what meetings you have today, upcoming deal close dates, upcoming contact birthdays, and more. The more you use customer manager, the more useful this focused pane will become. Outlook will choose what to show you in this pane, and because it's very new, I don't have anything in here yet.
To the right of that is the task list. You can complete tasks right from here by placing check marks beside them, and you can also click to create new ones. All the way on the right hand side are your collapsible summaries. You can see how many active deals you have, how many you've won and how many you've lost. You can click one each one to be brought right into the deals area. Underneath that are your recent contacts that you've interacted with, any recent deals that you've worked with, and recent companies.
You can collapse any of these by clicking on the upward facing triangle to the right of the heading. Finally, you can navigate to your customer contacts, companies, and deals to the right of today. The interface is similar for all three, so I'll go over how it works in the deals area. Your focused deals are on top. That is, the deals that you interact with the most. You can click directly on them to see or update them.
The X will clear the search. Finally, you can filter your list of deals by clicking the down arrow next to active deals. You can filter by a list of active deals, deals you've won, deals you lost, or all the deals that you've ever made. At any time, you can change tabs or click today to get back to today's view. And of course, you can always go back to your email by clicking the mail tab in Outlook.
Remember, we got to the Outlook Customer Manager by clicking the three dots and choosing add ins. Up next, I'm going to show you how to use the Customer Manager side panel in e-mail.
Jess 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.