Office
Sign in

Video: Track sales opportunities in Outlook Customer Manager

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Try it!

Manage sales opportunities with deals in Outlook Customer Manager.

Create a deal

  1. Select an email to view information about the contact in the Outlook Customer Manager pane to the right of the reading pane.

  2. Add a sales opportunity (deal) by selecting the + button next to Deals.

  3. Select Save.

  4. Select the newly created deal and then select View Details to view the details.

  5. Fill in any additional details like amount, stage, and priority and then select Save.

Customize deals

  1. Select the More button on the Outlook navigation pane and then select Add-ins to launch the detailed view of Outlook Customer Manager.

    OCM_More button

  2. Select Deals.

  3. Select the pen icon next to the Stage column.

  4. Enter a new custom stage and then select Save.

  5. Scroll horizontally to the Amount column and select the pen icon.

  6. Select the currency from the drop-down list to update the currency.

Want more?

Outlook Customer Manager FAQ

Expand your Office skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.

×