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Video: Create and manage company contacts in Outlook Customer Manager

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Explore how to create a company, link it to a contact, and add new columns in Outlook Customer Manager.

Create a company

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

    OCM_More button

  2. Select the Company button on the Outlook Customer Manager ribbon.

  3. Type the company name or select the company from Bing search results.

  4. Enter additional company details and then select Create.

Link a contact to a company

  1. Open a company and select the + sign next to Contacts.

  2. Enter an existing contact name or create a new contact to link to the company.

  3. Select Save to complete the link.

Add a new column

  1. On the Companies tab, select Add Column to add a new column.

  2. Type the column name and select the type of data from the Column Type drop-down.

  3. Select Add to complete the addition of a new column.

Want more?

Create contacts, companies, and deals in Outlook Customer Manager

Outlook Customer Manager FAQ

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