Multiple Categories?????

Randallj

Member
Outlook version
Outlook 2010 32 bit
Email Account
POP3
As a small insurance broker, we'd like to keep track of multiple different contacts; personal lines clients, prospects, realtors, loan officers and business insurance clients. What is the best way to do that in BCM? Should I set up a database for each type of contact?
 

KFarchmin

New Member
Outlook version
Outlook 2010 64 bit
Email Account
Randallj - I would create subcategories for each of your contact types so you can categorize them that way. You can do this by "editing your lists" and modifying your database that way.
 

Top