Managing Your Business with Outlook 2003 for Dummies 12. Trong cuốn sách này, các bạn có thể biết cách làm thế nào để tổ chức, lãnh đạo nhóm của bạn và doanh nghiệp của bạn bằng cách tạo ra các thủ tục cho các mục tiêu kiểm soát, thông tin liên lạc thông qua e-mail, kiểm soát bán hàng, hoạt động tiếp thị, nhiệm vụ, và chia sẻ thông tin. | Chapter 6 Kicking It Up a Notch with the Business Contact Manager 91 Figure 6-5 The Opportunity page lets you record and track each new sales opportunity from the beginning to the end. Background information has four fields and two of them Source Of Lead and Initiated By already exist on the Account and Business Contact. These fields are duplicated because an Opportunity can start by a new marketing activity and can be initiated by another person. Competitors helps you evaluate the game and know who is competing for a particular sale. Type of order classifies the order by using Standard Delivery Bulk Order or Special order. Opportunity History Items shows various items linked to the opportunity. The New button allows five types of items to link Business Note Phone Log Appointment File and Task. Remember that history items are also available through the Account and Business Contact forms. Although the Opportunity folder is filed under the Outlook Tasks folder no reminder is available. To use any reminder you have to open and link an Opportunity to a Task. Product And Service Items displays a list of items inserted on the proposal. Click the Add button to enter new products or services. See the next section Listing Your Products and Services for more detail. 4. Click Save And Close. 92 Part II Managing Contact Information Opportunities recorded in this format helps you track each opportunity among by Account or Business Contact to improve your control of the sales process. When you complete a sales cycle you can create quotes sales orders or invoices from your Opportunity records if Business Contact Manager for Outlook is connected to Microsoft Small Business Accounting. Listing Your Products and Services When opening a new BCM sales opportunity you have to specify the product or service requested. Every business has a list of the services and items it sells including a single lipstick in a drugstore or a brand-new car in a car dealership. A consultant a legal office
