Lynda - Learning Outlook Customer Manager
Size: 77 MB | Duration: 0h 33m | Video: AVC (.mp4) 1280x720 15&30fps | Audio: AAC 48KHz 2ch
Genre: eLearning | Level: Beginner | Language: English
Keep information about your customers centralized and readily accessible to ensure your business runs smoothly. Jess Stratton shows you how to use Outlook Customer Manager, a new customer relationship management tool that works seamlessly with your Microsoft Outlook email account because it is built-in. This course explores how you can use the tool to store and access data, set up contacts, and more, so the information about your customer accounts stays organized and at your fingertips. Jess begins by showing what you can and can't do in Outlook Customer Manager, and shows how to obtain the tool with your Office 365 subscription. She then walks through how to view customer data by navigating the interface and utilizing the sidebar in Microsoft Outlook. Next, Jess shows how to work with customer data in-depth, including how to set up new potential deals, set reminders for yourself and your colleagues, and share sales data with your team.
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