Course Description
Microsoft Office Business Contact Manager helps small businesses manager their customer information and interactions as well as follow up on sales leads and prospects. The contact management functions allow you to easily track and organize all of the communication history with prospects and clients, including email messages, phone calls, appointments, tasks, notes, and documents. You can also easily share this data with other co-workers.
In addition to the contact management functionality, Business Contact Manager has three other areas of functionality – sales opportunity management, marketing campaign management, and project management. Business Contact Manager also includes a dashboard to help you quickly view the information relevant to your business, as well as reports for analyzing your data that are easy to use and customize for your needs. Information from Business Contact Management can easily be exported to Microsoft Excel for further analysis.
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Course Content
Lesson 1: Working with Business Contacts and Accounts
Topic 1A: Working with business contacts
Topic 1B: Working with accounts
Topic 1C: Linking business contacts and accounts
Topic 1D: Adding additional information for accounts and business contacts
Topic 1E: Adding communication history items
Lesson 2: Viewing Your Data
Topic 2A: Business Contact Manager Home
Topic 2B: Understanding Views
Topic 2C: Customizing Your Views
Lesson 3: Categorizing Business Contacts. Accounts, and Opportunities
Topic 3A: Creating and editing categories
Topic 3B: Categorizing database items
Lesson 4: Finding Your Data
Topic 4A: Simple Searches
Topic 4B: Using the Query Building
Topic 4C: Applying Filters
Topic 4D: Working with search folders
Lesson 5: Managing Your Calendar and Tasks
Topic 5A: Viewing and Navigating the Calendar
Topic 5B: Linking appointments with business contacts and opportunities
Topic 5C: Adding appointment details
Topic 5D: Categorizing activities
Topic 5E: Finding activities
Topic 5F: Working with tasks
Lesson 6: Opportunity Management
Topic 6A: Adding and removing opportunities
Topic 6B: Adding communication history items
Topic 6C: Viewing opportunities
Topic 6D: Managing products and services
Lesson 7: Writing Letters and Campaigns
Topic 7A: Creating a mail merge in Microsoft Word
Topic 7B: Implementing marketing campaigns
Lesson 8: Email
Topic 8A: Sending emails to a business contact
Topic 8B: Auto-Linking
Lesson 10: Managing Projects
Topic 10A: Creating a project
Topic 10B: Working with project tasks
Topic 10C: Tracking Business Projects
Lesson 11: Reports
Topic 11A: Basic Reports
Topic 11B: Working with reports
Topic 11C: Customizing a report
Lesson 12: Creating a Dashboard
Topic 12A: Viewing your dashboards
Topic 12B: Customizing your dashboard
Lesson 13: Database Maintenance
Topic 11A: Import and Export
Topic 11B: Sending data between Outlook and Business Contact Manager
Topic 11C: Backup and Restore
