Using Business Contact Manager?

[Charley Kyd]

I've just installed Outlook 2003 and Business Contact Manager, and I have
some questions...

....How do I move contacts from Outlook into Contact Manager?

....What features/benefits do I *lose* by doing this? Said another way, is
there a reason I would choose not to move a business contact into Contact
Manager?

....Oversimplified, there are two types of business contacts. Let's call them
Contacts and Prospects. It looks like Contact Manager is designed to manage
prospecting. Is there a reason to keep non-prospect business contacts in
BCM?

Thanks.

Charley

 

[Patricia Cardoza - [MVP Outlook]]

Select the contacts in your main contacts folder and choose Edit, Copy to
Folder to copy them to your Business Contacts folder.

What you lose is the ability to have all of your contacts in one place.
You'll end up with standard contacts (in the contacts folder) and Business
Contacts (in the Business Contacts folder). If you're synchronizing iwth a
PDA only the Contacts are sync'd, not the Business Contacts.

You can keep any contacts in BCM that you want to track activities for or
that you want to associate an account with. There's no need to only use BCM
with prospects, just personal preference.

--
Patricia Cardoza
Outlook MVP
www.cardozasolutions.com

Author, Special Edition Using Microsoft Outlook 2003

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