Create and manage business contacts in Outlook Customer Manager

Create business contacts

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Creating business contacts is one of the most common tasks in Outlook Customer Manager.

Open Outlook Customer Manager

  • To open Outlook Customer Manager, select the Customer Manager icon on the Outlook ribbon.

Create a business contact

  1. Open an email message. The Outlook Customer Manager pane to the right of the reading pane shows you information about the email and the sender.

  2. Select Add as contact under the sender's name in the Outlook Customer Manager pane.

  3. Fill in any additional contact details and then select Save.

View and work with business contacts

  1. Select the More button on the Outlook navigation pane.

    OCM_More button

  2. Then select Add-ins.

  3. Your most active contacts are highlighted under the Focused area on the Contacts tab.

  4. You can open any of your business contacts to view all of their details.

Want more?

Create contacts, companies, and deals in Outlook Customer Manager

Outlook Customer Manager FAQ

Outlook Customer Manager helps you track and grow your customer relationship right within Outlook.

With one click, your entire communication history including emails and meetings is automatically organized in a timeline next to your Inbox.

By clicking Add as Contact, you'll easily create a business contact.

Business contacts are shared with your team so everyone can view the same information regarding your customers and make updates.

This enables you to track your commitments and reminders by adding more customer information, such as deals, tasks, notes, and related files.

With these additional details about your customer available in your Inbox, you don't have to go looking for them in other places.

You can see all your business contacts at once by navigating to the Detailed view of Outlook Customer Manager.

Active contacts are automatically shown at the top of the list along with timely reminders to help you stay on top of your commitments.

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