Can you modify fields Type or Sales stage in Bus Contact Manager

G

Guest

I would like to change Type and Sales stage to what works for my company. Is
it possible and how do I do it. You can modify and create forms in Outlook.
Can I do the same thing in BCM.
 
L

Lon Orenstein

Yes. Click on the dropdown for each field and at the bottom is an entry
<Edit This List>... Click that and you can change the values in the list.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

how do I edit the sales stage menu in Business Contact Manager 2
Opportunities - SALES STAGE 1
Can Sales Stage by edited in Business Contact Mgr inOutlook 2003 1
how can i change the sales stage names 2
Tracking the history of Sales Stages 2
Changing the Sales Stage titles in Business Contact Manager? 2
Importing SalesForce Contact History in BCM 1
how to change opportunity field content in drop down menu (Outlook 1

Top