Join Jess Stratton for an in-depth discussion in this video Next steps, part of Learning Outlook Customer Manager.
- [Jess] My name is Jess Stratton…and I hope you enjoyed this course on learning…how to use Outlook Customer Manager.…If you're looking for some more to learn,…I highly recommend watching our courses…on Office 365 Outlook.…If you have any questions or comments,…you can find me on Twitter @nerdgirljess.…
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.