Learning Outlook Customer Manager

with Jess Stratton
online class - 2017

Learn how to use Outlook Customer Manager to organize information about your customers and accounts right in Microsoft Outlook.

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Bibliographic Details
Corporate Author: Lynda.com (Firm)
Other Authors: Stratton, Jess (Speaker)
Format: Electronic Video
Language:English
Published: Carpenteria, CA lynda.com, 2017.
Subjects:
Online Access:Click here for information and access to this online class.

MARC

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511 |a Presenter: Jess Stratton. ["a", "Jess Stratton is a staff author and technology consultant who specializes in productivity software and mobile tech. For over 10 years, Jess Stratton has operated her own technology consulting business, creating and maintaining databases for both enterprise and small-to-medium businesses, building websites, setting up networks, and coaching teams, employees, and individuals to harness the latest desktop and mobile technology for increased productivity. Jess is now a full-time staff author at lynda.com, in addition to being a regular and regarded presenter at Lotus Notes conferences and a contributing author for several industry print and web magazines, textbooks, podcasts, webcasts, and other popular sites, including Lifehacker.com. You can find Jess on her website at www.solacelearning.com or follow her on Twitter @NerdGirlJess."] 
520 |a Learn how to use Outlook Customer Manager to organize information about your customers and accounts right in Microsoft Outlook. 
520 |a Keep information about your customers centralized and readily accessible to ensure your business runs smoothly. Jess Stratton shows you how to use Outlook Customer Manager, a new customer relationship management tool that works seamlessly with your Microsoft Outlook email account because it is built-in. This course explores how you can use the tool to store and access data, set up contacts, and more, so the information about your customer accounts stays organized and at your fingertips. Jess begins by showing what you can and can't do in Outlook Customer Manager, and shows how to obtain the tool with your Office 365 subscription. She then walks through how to view customer data by navigating the interface and utilizing the sidebar in Microsoft Outlook. Next, Jess shows how to work with customer data in-depth, including how to set up new potential deals, set reminders for yourself and your colleagues, and share sales data with your team. 
538 |a Latest version of the following browsers: Chrome, Safari,Firefox, or Internet Explorer. Adobe Flash Player Plugin. JavaScriptand cookies must be enabled. A broadband Internet connection. 
653 |a Streaming video 
653 |a Business 
653 |a Outlook 
653 |a Productivity 
653 |a Home + Small Office 
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