Group:  Microsoft Outlook ยป microsoft.public.outlook.bcm
Thread: Changing the Sales Stage titles in Business Contact Manager?

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Changing the Sales Stage titles in Business Contact Manager?
Kris Rajan 5/4/2007 1:12:02 PM
I would like to customize the standard titles (descriptions) of the Sales
Stages in the Business Contact Manager (Outlook 2003) in order to suit my
business sales funnel requirements. Is there any way? I would appreciate
your response to my e-mail: rajan[ at ]cogrow.com.
RE: Changing the Sales Stage titles in Business Contact Manager?
Samvnw51 5/4/2007 5:14:03 PM
Create an Opportunity History item. then click the drop down arrow in the
Sales Stage field. At the bottom of the list that displays, click "Edit this
list".

"Kris Rajan" wrote:

[Quoted Text]
> I would like to customize the standard titles (descriptions) of the Sales
> Stages in the Business Contact Manager (Outlook 2003) in order to suit my
> business sales funnel requirements. Is there any way? I would appreciate
> your response to my e-mail: rajan[ at ]cogrow.com.
RE: Changing the Sales Stage titles in Business Contact Manager?
"mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 5/4/2007 7:18:22 PM
Kris,

You will have to upgrade your BCM (& Outlook) to the 2007 version in order to
do this. Customizing records was not supported in the first 2 releases of
BCM.

-THP

Samvnw51 wrote:
[Quoted Text]
>Create an Opportunity History item. then click the drop down arrow in the
>Sales Stage field. At the bottom of the list that displays, click "Edit this
>list".
>
>> I would like to customize the standard titles (descriptions) of the Sales
>> Stages in the Business Contact Manager (Outlook 2003) in order to suit my
>> business sales funnel requirements. Is there any way? I would appreciate
>> your response to my e-mail: rajan[ at ]cogrow.com.

--
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