BCM 2007 Mattymoo 2/22/2007 8:18:51 PM I have just upgraded to Office 2007 and with it got BCM, so I thought I would put it to good use. My requirements are quite simple but I am getting really confused as to how to use it effectively. I want to use it to track multiple leads that are provided to me by my Business contacts. I've tried setting each lead up as an opportunity (which it is) and linking it to the business contact, but I don't seem to have the option of inputting name and address details within the opportunity option. I then tried setting up each lead as an account so I could input name and address details and then adding an opportunity to that account, but I then can't seem to link it back to the business contact that provided the lead. Am I missing something obvious?

Re: BCM 2007 "Clinton Ford [MSFT]" <ClintonFordMSFT[ at ]discussions.microsoft.com> 2/22/2007 8:45:36 PM When you get a new Lead from a Business Contact, simply enter the source Business Contact in the Lead's "Initiated By" field. "Initiated By" can also be used to track Marketing effectiveness. Simply select the Marketing Campaign that led this new Lead to you. Hope that helps! -- Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "Mattymoo" <Mattymoo[ at ]discussions.microsoft.com> wrote in message news:9A200D00-FD04-4FFC-8F6A-A52F0458B83D[ at ]microsoft.com... I have just upgraded to Office 2007 and with it got BCM, so I thought I would put it to good use. My requirements are quite simple but I am getting really confused as to how to use it effectively. I want to use it to track multiple leads that are provided to me by my Business contacts. I've tried setting each lead up as an opportunity (which it is) and linking it to the business contact, but I don't seem to have the option of inputting name and address details within the opportunity option. I then tried setting up each lead as an account so I could input name and address details and then adding an opportunity to that account, but I then can't seem to link it back to the business contact that provided the lead. Am I missing something obvious?

Re: BCM 2007 "Lon Orenstein" <Lon[ at ]pinpointtools.com> 2/23/2007 3:38:49 PM Mattymoo: If your business sells to companies who have multiple people working there that you have relationships with, then setup an account for the company, then multiple contacts for each person. If your business sells mostly to individuals, or you usually just deal with one person at a company, then use contacts. Think of these as containers. Into the container, or hanging off the container, are items like opportunities you have with that contact or account, or like tasks related to your dealings with that contact or account, or appointments with them, or business projects that revolve around them. When you have a phone conversation, write a Business Note that links to them. Now, you can look in Communication History for the contact or account and see everything you've done with them, including all the incoming and outgoing emails that are automatically attached to their record. You can start off with the contact marked as a Lead and then make them Active when they become a customer. Or, don't use that and use the Sales Stage in the opportunity to track their progress through the sales cycle. Make better sense now? Take care, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Mattymoo" <Mattymoo[ at ]discussions.microsoft.com> wrote in message news:9A200D00-FD04-4FFC-8F6A-A52F0458B83D[ at ]microsoft.com... [Quoted Text] >I have just upgraded to Office 2007 and with it got BCM, so I thought I >would > put it to good use. > > My requirements are quite simple but I am getting really confused as to > how > to use it effectively. I want to use it to track multiple leads that are > provided to me by my Business contacts. > > I've tried setting each lead up as an opportunity (which it is) and > linking > it to the business contact, but I don't seem to have the option of > inputting > name and address details within the opportunity option. > > I then tried setting up each lead as an account so I could input name and > address details and then adding an opportunity to that account, but I then > can't seem to link it back to the business contact that provided the lead. > > Am I missing something obvious?