Outlook

Hi Piers

Thanks for getting in touch. The core of using Outlook as a CRM will revolve around the Contacts section. If that is populated well you can pull information around companies, contacts and shared information. Coordinating those with Tasks and tracking information in the Journal help link the Contacts together.

Here are some links for further reading, one is from Microsoft and the other is from a commercial organization (who have a vested interested in it) but gives you some ideas:

http://office.microsoft.com/en-gb/outlook-help/what-is-business-contact-manager-for-outlook-HP010262568.aspx

http://www.outlookwise.com/outlookwise/outlook_crm_and_contact_management_keeping_it_simple.htm


Kind regards

Gary Fenn
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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