In this video, Jess Stratton shows you how to use the Outlook Customer Manager sidebar panel. She goes over all the tabs and interface, and explains each feature in depth.
- [Instructor] In addition to having…it's own module in Outlook,…you can use the Customer Manager sidebar pane…to get and set valuable information about your customers…all by clicking on an email from them.…I have an email selected,…and now I'm going to click the Customer Manager icon,…located at the end of the Home ribbon tab.…If this icon is gray-out,…you do need the reading pane turned on…in order to be able to click this icon.…To turn it on,…change to the View ribbon tab…and in the Reading pane area,…either select Right or Bottom.…
If this is the first time…you've ever used the Customer Manager,…it will take some time to prepare and gather…your groups, contacts,…reminders and existing appointments.…All of your existing contacts…will be added to the Customer Manager,…though you'll be able to create more…while you're using the module…and directly designate them as business customers.…The side pane has opened and I can start…interacting with the Customer Manager…that's specific to the person whose email I have selected.…
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.