We'll learn how to build custom fields for real estate prospect and contact management in Outlook 2003. Pages can be added to the basic Contacts View for Buyer and Seller prospects. The seller prospect page can be further customized to add listing details if the prospect becomes a listing client.
In this first tutorial, we'll learn how to add a page for Buyer prospect info and a field to store the the type of property in which the buyer is interested.
- We want this page to be Buyer Prospect Information Fields
- We need to save the template temporarily for safety.
- Usually, Microsoft has hidden the location of the .pst and forms files.
- Windows hides some files, so we need to locate where your forms are saved.
- We want to give this file a name to save it in the proper location.
- We replace the asterisk with our form name for saving.
- Let's check the location and make sure the file got saved.
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