Outlook 2007+BCM: Opportunitunities to emails

[Tomi Laurell]

Outlook 2007 + BCM.

I know how to add new opportunities and save them, but how to send generate
sale offers from them.

It seems somehow stupid for me to manage item and service lists, add them to
opportunities if I cannot generate nice-looking HTML-emails like

ITEM DESCRIPTION ..AMOUNT....PRICE

item 1 short description1
item 2 short description1

TOTAL PRICE xxxx USD

Even better if I could make templates into these information from the
opportunities would be gathered.

If this is not something I can do now with BCM, any idea how this could be
implemented?

 

[Lon Orenstein]

Tomi:

If I understand correctly, you want to send an email to the prospect (or
customer) merging the information in the opportunity. Is that correct?

BCM doesn't have a way to do this directly but if you use MS Office
Accounting, you can click on the opportunity and convert it to a quote or
invoice, and then email that. You can customize those templates to your
liking.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com