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Microsoft Business Contact Manager 2010: Complete
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Our one-level Microsoft Business Contact Manager 2010 Complete training courseware and accompanying material includes all the information that students need to hit the ground running with this business?management application.
Section One
is all about getting started. First, installation and setup methods are covered. Then, an overview of the interface (with a focus on the new ribbon
features and the Navigation Pane) is provided. Next, participants will learn about the Welcome Center, dashboards, and gadgets.
Section Two
gets into working with the various objects provided in Business Contact Manager. Accounts, business contacts, opportunities, leads, business projects,
project tasks, stores, and vendors are all covered in depth.
Section Three
moves into some of Business Contact Manager’s more advanced tasks and objects. First, object-related tasks such as bulk editing, user assignment,
categorization, and follow-up flags are discussed. Then, business history (including phone logs and notes) and communication history will be covered. Next
up is the sales pipeline, made up of sales stages and activities and lead scoring criteria. Finally, students will be introduced to the Products and
Services dialog.
Section Four
covers Business Contact Manager’s marketing tools. Participants will learn all about call lists, mass e-mail campaigns, direct mail (print) campaigns, and
mail merge.
Section Five
will teach students ways to customize Business Contact Manager. To start, they will learn how to customize lists. Then, they will learn how to customize
business contacts, accounts, and contact cards. Finally, they will receive an introduction to custom forms.
Section Six
wraps up the course with information on reports. Tools for managing databases and importing and exporting information are also covered.
By the end of this in-depth Microsoft Business Contact Manager 2010 Complete course, students will be ready to use this program to manage their business more effectively than ever. All courseware training materials are completely customizable.
Introduction
Prerequisites
Section 1: Getting Started with Business Contact Manager
Lesson 1.1: Setting up Business Contact Manager
What is Business Contact Manager?
Downloading and Installing Business Contact Manager
Using Express Setup
Using Custom Setup
Step-By-Step
Skill Sharpener
Lesson 1.2: Working with the Business Contact Manager Interface
Opening Business Contact Manager
Interface Overview
Understanding the Ribbon Interface
Using the Business Contact Manager Navigation Pane
Step-By-Step
Skill Sharpener
Lesson 1.3: Getting Started with the Welcome Center
Changing Your Overview
Viewing Help Links
Using Sample Data
Switching to Your Business Data
Step-By-Step
Skill Sharpener
Lesson 1.4: Understanding the Business Contact Manager Dashboard
Viewing the Main Dashboard
Adding Gadgets
Moving Gadgets
Deleting Gadgets
Refreshing Gadgets
Step-By-Step
Skill Sharpener
Lesson 1.5: Doing More with Dashboards
Using the Contact Management Dashboard
Using the Sales Dashboard
Using the Marketing Dashboard
Using the Project Management Dashboard
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Using Business Contact Manager
Lesson 2.1: Working with Accounts
Creating New Accounts
Editing Accounts
Deleting Accounts
Searching Accounts
Viewing Accounts
Accessing Accounts from Outlook
Step-By-Step
Skill Sharpener
Lesson 2.2: Working with Business Contacts
Creating Business Contacts
Editing Business Contacts
Deleting Business Contacts
Searching Business Contacts
Viewing Business Contacts
Accessing Business Contacts from Outlook
Step-By-Step
Skill Sharpener
Lesson 2.3: Working with Opportunities
Creating Opportunities
Editing Opportunities
Deleting Opportunities
Searching Opportunities
Viewing Opportunities
Step-By-Step
Skill Sharpener
Lesson 2.4: Working with Leads
Creating a New Lead
Converting Contacts to Leads
Viewing Lead Details
Scoring Leads
Step-By-Step
Skill Sharpener
Lesson 2.5: Working with Business Projects and Tasks
Creating a New Business Project
Creating Project Tasks
Using Project Templates
Assigning Tasks to Users
Marking Tasks Complete
Deleting Tasks
Viewing Tasks
Step-By-Step
Skill Sharpener
Lesson 2.6: Working with Stores and Vendors
Adding Stores
Adding Store Employees
Adding Vendors
Converting Stores to Vendors and Vice Versa
Converting Accounts to Vendors and Vice Versa
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Doing More with Business Contact Manager
Lesson 3.1: Advanced Tasks
Bulk Editing Items
Assigning Items to a User
Categorizing Items
Customizing Categories
Marking Items for Follow-Up
Step-By-Step
Skill Sharpener
Lesson 3.2: Creating Business History
Using the Add History Item Group
Linking a Phone Log
Linking a Business Note
Step-By-Step
Skill Sharpener
Lesson 3.3: Viewing Business History
Using the Communication History Folder
Viewing Items
Marking an Item for Attention
Changing Linking and Tracking Options
Linking Messages in Bulk
Step-By-Step
Skill Sharpener
Lesson 3.4: Managing the Sales Pipeline, Part One
Setting up Sales Stages
Adding Sales Activities
Editing Sales Stages and Activities
Deleting Sales Stages and Activities
Step-By-Step
Skill Sharpener
Lesson 3.5: Managing the Sales Pipeline, Part Two
Changing the Order of Sales Stages and Activities
Creating Reminders Automatically
Setting the Default Sales Stage
Modifying Scoring Criteria
Creating Custom Scoring Criteria
Step-By-Step
Skill Sharpener
Lesson 3.6: Working with Products and Services
Opening the Products and Services Dialog
Adding a Product or Service
Editing a Product or Service
Deleting a Product or Service
Importing a Product or Service List
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Marketing with Business Contact Manager
Lesson 4.1: Working with Call Lists
Creating a New Call List
Filtering Contacts
Recording Call Status
Adding a Time Stamp
Recording Activity Details
Tracking Activity Results
Step-By-Step
Skill Sharpener
Lesson 4.2: Advanced Call List Tasks
Creating a Call Script
Adding a History Item
Viewing and Managing Call Lists
Closing a Call List
Step-By-Step
Skill Sharpener
Lesson 4.3: Generating Mass E-Mails
Creating a Mass E-Mail
Filtering Contacts
Recording E-Mail Details
Tracking Activity Results
Viewing and Managing E-Mail Campaigns
Closing the Campaign
Step-By-Step
Skill Sharpener
Lesson 4.4: Creating a Print Campaign
Creating a Direct Mail Print Campaign
Filtering Contacts
Recording Activity Details
Tracking Activity Results
Viewing and Managing Print Campaigns
Closing the Campaign
Step-By-Step
Skill Sharpener
Lesson 4.5: Performing a Mail Merge
Beginning a Mail Merge
Choosing Contacts
Choosing Fields
Choosing the Document
Saving the Contact File
Setting Merge Options
Performing the Merge
Using the Mailings Tab
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Section 5: Customizing Business Contact Manager
Lesson 5.1: Customizing Lists
Getting Started
Choosing a List to Modify
Adding a Field
Editing a Field
Deleting a Field
Changing Field Order
Step-By-Step
Skill Sharpener
Lesson 5.2: Customizing Business Records
Creating a New Business Contact Type
Creating a New Account Type
Changing a Record’s Name and Icon
Deleting a Record Type
Using Custom Records
Step-By-Step
Skill Sharpener
Lesson 5.3: Customizing Contact Card Fields
What is a Contact Card?
Getting Started
Choosing the Record Type to Edit
Adding Fields to the Contact Card
Removing Fields from the Contact Card
Changing Field Order
Resetting the Contact Card
Step-By-Step
Skill Sharpener
Lesson 5.4: Customizing Forms
Customizing Existing Forms
Saving a Form
Resetting Forms to the Default
Step-By-Step
Skill Sharpener
Section 5: Case Study
Section 5: Review Questions
Section 6: Managing Business Contact Manager Data
Lesson 6.1: Working with Reports
Choosing a Report View
Viewing Report Charts
Customizing Charts
Saving Customized Reports
Opening Customized Reports
Step-By-Step
Skill Sharpener
Lesson 6.2: Formatting Reports
Changing the Sort Order
Filtering Data
Adding a Header and Footer
Changing the Font of the Header and Footer
Changing the Report Font
Adding and Removing Columns
Using the Page Setup Dialog
Step-By-Step
Skill Sharpener
Lesson 6.3: Managing Reports
Saving a Report to a Folder
E-Mailing Reports
Exporting Reports to Excel
Using Print Preview
Printing Reports
Step-By-Step
Skill Sharpener
Lesson 6.4: Working with Business Contact Manager Data
Viewing Database Information
Creating a New Database
Checking Your Database for Errors
Deleting a Database
Step-By-Step
Skill Sharpener
Lesson 6.5: Doing More with Business Contact Manager Data
Importing Data from a File
Importing Data from Outlook
Importing Data from Other Applications
Exporting Data
Backing Up Your Data
Restoring a Backup
Step-By-Step
Skill Sharpener
Section 6: Case Study
Section 6: Review Questions
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