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Add Business Contact Manager Account. Or toggle on admin access to allow them to manage the asset and perform all available tasks. Click Accounts from the left side menu.
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The Business Contact Manager Add-in is not loaded in Outlook. In the third column toggle on each task youd like to grant them. You can then add detailed sales opportunity info and follow up when you make a sell or purchase.
However they did release a successor called Outlook Customer Manager or OCM for short which is a completely new product with many of the features of BCM.
Then click Ad Accounts. You can see all your bills in one place to stay on top of payments and any outstanding balances. Execute key account management KAM If a business is successful at some point the number of customers under an account managers purview can exceed the AMs bandwidth. Choose a type of asset in the first column then select the individual assets you want to add this person to in the second column.
