About linking records and items to an Opportunity record in Business Contact Manager

In Business Contact Manager for Outlook, an Opportunity record is linked to either an Account record or a Business Contact record and helps you keep track of your growing relationship with a potential customer or vendor. Opportunities can also be linked to communication history items, such as business notes, tasks, appointments, phone logs, and files.

Link an Account or Business Contact to an Opportunity record

  1. On the Business Contact Manager menu, click Opportunities.

  2. In the Opportunities list, double-click the Opportunity record you want to open, or to create a new Opportunity, click the New button.

  3. In the General view, in the Linked account or business contact section, click Link To. In the Link to an Account or a Business Contact dialog box, in the Folder List, select a group of Accounts or Business Contacts.

  4. In the list box, select the Account or Business Contact that you want to link the Opportunity to. Or, to search for an Account or Business Contact record, type a name in the Search box.

    Note: To add a new Account or Business Contact, click the New button, and then complete the form.

  5. Click Link To to add the Account or Business Contact, and then click OK to return to the Opportunity record.

  6. On the Ribbon, click Save & Close.

Note: An Opportunity can only be linked to one Account or Business Contact record at a time.

Link a new communication history item to an Opportunity record

  1. On the Business Contact Manager menu, click Opportunities.

  2. In the Opportunity list, double-click the Opportunity you want to link a communication history item to.

  3. On the Ribbon, in the Communicate group, click the down arrow next to New History Item, and then select the item you want to create and link.

  4. Complete the form.

    • If the form has a Linked account, business contact, opportunity or project section, and a Link To box, this box becomes prepopulated with the name of the Opportunity record.

    • If the form does not have a Link To box, it will still be linked to the Opportunity record. You can also link this communication history item to other records. To link the new history item to other records, do the following:

      1. On the Ribbon, in the Business Contact Manager group, click Link to Record.

      2. In the Link to Business Contact Manager record dialog box, in the Folder List, select a group of records.

      3. In the list box, select the Account or Business Contact that you want to link the Opportunity to. Or, to search for an Account or Business Contact record, type a name in the Search box.

        Note: Press the CTRL key to select more than one record. To add a new Account or Business Contact, click the New button, and then complete the form.

      4. Click the Link To button to add the Account or Business Contact, and then click OK to return to the Opportunity record.

      5. On the Ribbon, click Save & Close.

Link an existing item to an Opportunity

An existing history item can only be linked to an Opportunity from the item itself.

  1. On the Business Contact Manager menu, click History.

  2. On the History list, double-click the communication history item that you want to link to an Opportunity record.

  3. In the Linked account, business contact, opportunity or project section, click the Link To button.

  4. In the Link to Business Contact Manager record dialog box, in the Folder list, select the group of Opportunities that contains the Opportunity record you want to link the item to.

  5. In the list box, select the Opportunity record, and then click the Link To button to link the history item to the Opportunity record.

  6. Click OK to return to the communication history item.

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