Business Contact Manager 2007

[NukedWhale]

Hello,

Some background: My office has installed Outlook 2007 with Business Contact Manager. I have been given the task of setting up a system within BCM 2007 to monitor the status of proposals we've sent out for potential projects.

I thought the best way to do it would be to use the Opportunities feature linked to the receiving business client.

I'm trying to customize the form to make it as simple as possible for the sales team and make sure it has all the relevant fields. So I want to delete or move forms/fields that are not important to our proposal submission/process and edit some forms that are.

Is there any way for me to customize more than just the user-created forms?

Can I delete or move the products and services section? Terms Section?

An Issue/Question: Why is the close date enabled before the closed-won/lost phase and disabled when I say the proposal is closed/lost?

Thanks in advance, I can provide more information if it will help.

NW