Creating an account is easy. Here’s all you need to do:

1. Click Business Contact Manager from the Office Live Home page Navigation bar. The Business Contact Manager dashboard opens.
2. Click the Accounts tab. The Business Contact Manager Accounts list opens, as shown in Figure 8-2.
3. Click New on the toolbar. The Accounts – New Item page opens with the Communicate tab showing, as shown in Figure 8-3.
4. Fill in all the pertinent information. The only field that you must fill in is the Account field — the rest of the fields are optional.
5. (Optional) On the Communicate tab, click the Business Address dropdown arrow and choose Shipping Address if you’d like to fill in an additional address that you’ll use for shipping. Business Contact Manager allows you to enter both a business and shipping address.
6. (Optional) Click the Details tab and fill in the account information. Here’s where you can add the pertinent account information, including projected revenue and payment status (see Figure 8-4). You can also assign an Office Live user to the Account; the users appear when you click the book icon to the right of the Assigned To field.
7. (Optional) Click the Contacts tab and add any contacts that belong to the account. If you’ve ever wondered which comes first — the chicken or the egg — you’ll probably be just as inquisitive about knowing which comes first — the Account or the Contact? If you’ve added contacts to Business Contact Manager, you can associate them with the Account record by clicking the Add Existing link (see Figure 8-5) to see a list of all the contacts in Business Contact Manager. If you’d rather add a new contact, click the Add New link; the New Contact page opens and you can add a new contact that is then associated automatically with the Account record. Wondering why you don’t see a contact listed here when you know you’ve added it already? If the contact you want to add is not in the list, you’ve probably already associated it with a different account.
8. (Optional) Click the Comments tab and add a comment about the account. You can add a small comment — or write a book about — the Account just by filling in the Comment field (see Figure 8-6). The Comment tab allows you to add one comment — and only one comment — to the Account record. The Tracking tab, however, allows you to add multiple notes to the Account record.
9. (Optional) Click the Tracking tab. The Tracking tab is where you turn to add opportunities, phone logs, and notes to an Account record. You can add an unlimited number of items to the Tracking tab. Need to add a lot of notes? No problem — add away!
10. (Optional) To add a new tracking item, click the appropriate link, as shown in Figure 8-7. For example, if you want to add a note, click the Add Note link. The corresponding form appears. Figure 8-8 shows the Opportunities form; to find out more about adding an Opportunity to either an Account or Contact record see the section, “Creating an Opportunity When One Comes Knocking” later in this chapter.
11. Click OK to save your changes.

Figure 8-2: The Business Contact Manager Account tab.

Figure 8-3: The New Accounts page.

Figure 8-4: The Accounts Details tab.

Figure 8-5:The Accounts Contacts tab.

Figure 8-6: The Accounts Comments tab.

Congratulations! You are now the proud owner of an Account record.

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