Business Contact Manager Setup

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Alecia - 13 Feb 2005 05:21 GMT

Can someone help me understand the difference between a business contact, an
account, and an opportunity? I am a realtor who works primarily with
individuals/families, although I do have some corporate clients. Is there
any benefit (e.g. report generation) to creating accounts for my
non-corporate clients?

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Chris Schatte - 13 Feb 2005 17:31 GMT

Alecia,
Here is some information on BCM
http://office.microsoft.com/training/Training.aspx?AssetID=RP010897471033&CTT=6&
Origin=RC010897461033
You can assign or create categories such as:
Business, individual, vendor, etc... The benefit to creating accounts and
contacts for your non-corporate clients is that anyone you sell to is all in
one place under BCM.

Chris Schatte

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> Can someone help me understand the difference between a business contact, an
> account, and an opportunity? I am a realtor who works primarily with
> individuals/families, although I do have some corporate clients. Is there
> any benefit (e.g. report generation) to creating accounts for my
> non-corporate clients?

Reply to this Message