Follow up flags in Business Contact Manager

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JLD - 03 Nov 2006 11:11 GMT

How do I assign a search folder for business contact manager (BCM) for
"follow up" based on the follow up flag.. Surely that is the first question
one would ask i.e. 'what do I need to do next?'. I get a message saying 'BCM
does not support this function'!

Am I missing the point here?

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Leonid S. Knyshov - 05 Nov 2006 00:49 GMT

> How do I assign a search folder for business contact manager (BCM) for
> "follow up" based on the follow up flag.. Surely that is the first
> question
> one would ask i.e. 'what do I need to do next?'. I get a message saying
> 'BCM
> does not support this function'!

What is the desired end result for this?

You can manage the sales process through the Opportunity feature.

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JLD - 06 Nov 2006 09:54 GMT

Thanks for responding to my post.

I really want to prioritise my work and follow up individuals sometimes
through an account and sometimes through a contact.

I find the opportunities a little inflexible (I am selling consultancy
services) but it may be I need to reconsider this approach. In general terms,
I make lots of phone calls (to account/contacts) and then I want to know when
I said I would call back, send documents off etc.

> > How do I assign a search folder for business contact manager (BCM) for
> > "follow up" based on the follow up flag.. Surely that is the first
[quoted text clipped - 6 lines]
>
> You can manage the sales process through the Opportunity feature.

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Kimber - 31 Jan 2007 17:39 GMT

Did you ever get a better response to this?
I thought the point to the follow up flags was that you would get a reminder
pop-up. This is what I am trying to accomplish, however I am not getting the
pop-up reminder to follow up with someone.
I'm am wondering if there is something that I need to turn ON for this
feature to work. Otherwise, what is the point of the followup?
Kimber

> Thanks for responding to my post.
>
[quoted text clipped - 16 lines]
> >
> > You can manage the sales process through the Opportunity feature.

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