Video: Create business contacts in Outlook Customer Manager

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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

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