Outlook Customer Manager is a customer relationship management tool that helps small businesses organize customer data, track interactions, and manage deals in a central location. It is built into Microsoft Outlook and is available to users with a Microsoft 365 Business Premium subscription.
To get started with Outlook Customer Manager, follow these steps:
1. Open Outlook and go to the Home tab.
2. Click on the App Launcher icon in the top-left corner and select Outlook Customer Manager from the list of apps.
3. If this is your first time using Outlook Customer Manager, you will need to enable it by clicking "Get Started" and following the prompts.
4. Once enabled, you can access Outlook Customer Manager by clicking on the icon in the navigation pane on the left-hand side of the screen.
Outlook Customer Manager allows you to store and manage all of your customer data in one place. To add a new contact, follow these steps:
1. Open Outlook Customer Manager.
2. Click on the "Contacts" tab.
3. Click "New Contact."
4. Fill in the contact's information, such as name, email address, and phone number.
5. Click "Save."
Outlook Customer Manager can also help you manage deals with your customers. To create a new deal, follow these steps:
1. Open Outlook Customer Manager.
2. Click on the "Deals" tab.
3. Click "New Deal."
4. Fill in the deal information, such as deal name, amount, and expected close date.
5. Assign the deal to a team member, if applicable.
6. Click "Save."
Outlook Customer Manager can be a valuable tool for small businesses looking to organize and manage customer data. By following these basic steps, you can get started with Outlook Customer Manager and start utilizing its features to improve your customer relationships.