Open and edit a Business Contact Manager record

You can view your highest-priority information from any record in the workspace by using the Reading (Preview) Pane, but if you want to open a record to, for example, edit the information, the fastest way is to double-click it.

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

    • Contact Management.

    • Sales.

    • Marketing.

    • Project Management.

  2. Click the tab that contains the record that you want to edit.

  3. Double-click the record to open it.

For more information about using the workspaces, see Master your Business Contact Manager workspaces.

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