Business Contact Manager For Outlook 2013 -

Business Contact Manager for Outlook 2013: An Overview

8) Views, filters, and dashboards

• Business Contact: person-level record (name, email, address, phone, job title) linked to an Account.
• Account (Company): organization record; can have multiple Business Contacts.
• Opportunity: sales deal tied to an Account and Contact; stages, estimated close date, value.
• Project / Activity: scheduled work items, tasks, appointments.
• Phone Log: record of phone interactions (date, duration, notes).
• Business Notes: free-text notes attached to records.
• Lists and categories: used for segmentation and filtering.

"CEO said: 'You’re like family, Arthur. We'll never leave you.' – Aug 22, 2014. Note: They signed a letter of intent with a competitor on Sept 15, 2014. Rescinded after founder’s death. Current status: waiting."

For those looking to replace the functionality of BCM in a modern environment, several successors and third-party tools have emerged: Tutorial - Business Contact Manager 2013