Schedule a meeting or appointment with your customers in Business Contact Manager

You can use Business Contact Manager for Outlook just as you would use Outlook to schedule meetings and appointments with any customers whose records contain an e-mail address.

  1. In the Navigation Pane, under Business Contact Manager, click one of the following folders to display the workspace:

    • Contact Management.

    • Sales.

    • Project Management.

      Why isn't the Marketing folder listed?

      By default, the Marketing folder does not contain Account or Business Contact records. You cannot send an e-mail message or schedule an appointment using any of the marketing activities, or project task records because they are not linked to an Account or Business Contact record type.

  2. Click the tab that contains the records of the people who you want to meet with.

  3. Click the records that you want.

    How do I select more than one record?

    To select records that are adjacent to each other, press the SHIFT key, and then click the first and last records of the group that you want to add. To select nonadjacent records, press the CTRL key, and then click the individual records. To select all records, click one, and then press CTRL+A.

  4. On the Ribbon, in the Communicate group, do one of the following:

    • Schedule a meeting and invite customers    

      1. Click Meeting Request

        • On the Accounts, Business Contacts, or Leads tab, click More, and then click Meeting Request.

        • On a Business Projects or Opportunities tab, click Meeting Request.

          A new Meeting Request, an invitation, appears with the e-mail addresses listed in the To box.

          Note: Individual records can contain multiple e-mail addresses. Only the first address in the list is included in the meeting request.

      2. Type and send your meeting request as you normally would to invite your customers to a meeting.

    • Add an appointment that is related to your customers to your calender    

      1. Click More, and then click Appointment.
        An appointment opens with the names of the selected records in the Subject line.

      2. Type the information in the appointment as you normally would, and then click Save & Close.
        The appointment is added to your calendar.

The meeting request or appointment is listed on the communication history page of each of the recipients.

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