Fully Customizable Courseware For Trainers
Microsoft Office Business Contact Manager 3
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Want to get the most out of your training investment? Our courseware training material is designed to do just that. We’ll prepare you to teach how to effectively use the Business Contact Manager 3.’the product is a very valuable add-on to your Microsoft Outlook.
Why spend countless hours preparing lesson plans and course material and maybe trying to figure it out on your own – when we’re here to provide you with EVERYTHING you need.
Here, just have a look at what you’ll get:
- Student Manual
- Quick Reference Guide
- PowerPoint Presentation
- Lesson Plan
- Instructor Guide
- Exercise Workbook
- Exercise Files
Our training material has been industry tested around the world and is fully customizable so you can make it meet your specific wants or needs. Learn step-by-step all that you need to know and nothing that you don’t.
We do the prep-work – you do the training.
Section 1: Configuring Business Contact Manager
Lesson 1.1: Getting Started
What is Business Contact Manager?
Installing Business Contact Manager
Using Express Setup
Using Advanced Setup
Step-By-Step
Skill Sharpener
Lesson 1.2: Using Business Contact Manager
Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders
Using the Business Contact Manager Menu
Using the Business Contact Manager Toolbar
Step-By-Step
Skill Sharpener
Lesson 1.3: Working with Business Contact Manager Data
Creating a Database
Removing a Database
Connecting to a Shared Database
Sharing Your Database
Managing Your Database
Step-By-Step
Skill Sharpener
Lesson 1.4: Getting Help in Business Contact Manager
About the Welcome E-Mail
Using the Dashboard Links
Using "Learn About Business Contact Manager"
Using the Help Menu
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Using Business Contact Manager
Lesson 2.1: Accounts
Opening the Accounts Folder
Creating New Accounts
Editing an Account
Account Views
Step-By-Step
Skill Sharpener
Lesson 2.2: Business Contacts
Opening the Business Contacts Folder
Creating a Business Contact
Editing a Business Contact
Business Contact Views
Step-By-Step
Skill Sharpener
Lesson 2.3: Opportunities
Opening the Opportunities Folder
Creating an Opportunity
Editing an Opportunity
Opportunity Views
Step-By-Step
Skill Sharpener
Lesson 2.4: Business Projects and Project Tasks
Opening the Business Projects and Project Tasks Folders
Creating a New Project with Tasks
Editing Business Tasks and Projects
Viewing Business Tasks and Projects
Step-By-Step
Skill Sharpener
Lesson 2.5: Communications History and Linking
Creating a History Item
Creating a Business Note in an Item
Creating a Business Note Outside an Item
Viewing the Communication History Folder
Using Link to Record
Using E-mail Auto-Linking
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Business Contact Manager Tools
Lesson 3.1: Using the Dashboard
Opening the Dashboard
The Home Tab
The Sales Tab
The Marketing Tab
The Projects Tab
Customizing the Dashboard
Step-By-Step
Skill Sharpener
Lesson 3.2: Information Management Tools
Setting up the Product and Service Items List
Using the Product and Service Items List
Importing Data
Exporting Data
Generating Reports
The Reports Window
Step-By-Step
Skill Sharpener
Lesson 3.3: Marketing Campaigns
Creating a Basic Campaign
Tracking Campaign Results
Creating a Campaign through Word
Creating a Campaign through Publisher
Step-By-Step
Skill Sharpener
Lesson 3.4: Customizing Forms
Creating a Custom Form
Editing Lists in a Form
Editing Lists Outside a Form
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Index
Want to get the most out of your training investment? Our courseware training material is designed to do just that. We’ll prepare you to teach how to effectively use the Business Contact Manager 3.’the product is a very valuable add-on to your Microsoft Outlook.
Why spend countless hours preparing lesson plans and course material and maybe trying to figure it out on your own – when we’re here to provide you with EVERYTHING you need.
Here, just have a look at what you’ll get:
- Student Manual
- Quick Reference Guide
- PowerPoint Presentation
- Lesson Plan
- Instructor Guide
- Exercise Workbook
- Exercise Files
Our training material has been industry tested around the world and is fully customizable so you can make it meet your specific wants or needs. Learn step-by-step all that you need to know and nothing that you don’t.
We do the prep-work – you do the training.
Section 1: Configuring Business Contact Manager
Lesson 1.1: Getting Started
What is Business Contact Manager?
Installing Business Contact Manager
Using Express Setup
Using Advanced Setup
Step-By-Step
Skill Sharpener
Lesson 1.2: Using Business Contact Manager
Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders
Using the Business Contact Manager Menu
Using the Business Contact Manager Toolbar
Step-By-Step
Skill Sharpener
Lesson 1.3: Working with Business Contact Manager Data
Creating a Database
Removing a Database
Connecting to a Shared Database
Sharing Your Database
Managing Your Database
Step-By-Step
Skill Sharpener
Lesson 1.4: Getting Help in Business Contact Manager
About the Welcome E-Mail
Using the Dashboard Links
Using “Learn About Business Contact Manager”
Using the Help Menu
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Using Business Contact Manager
Lesson 2.1: Accounts
Opening the Accounts Folder
Creating New Accounts
Editing an Account
Account Views
Step-By-Step
Skill Sharpener
Lesson 2.2: Business Contacts
Opening the Business Contacts Folder
Creating a Business Contact
Editing a Business Contact
Business Contact Views
Step-By-Step
Skill Sharpener
Lesson 2.3: Opportunities
Opening the Opportunities Folder
Creating an Opportunity
Editing an Opportunity
Opportunity Views
Step-By-Step
Skill Sharpener
Lesson 2.4: Business Projects and Project Tasks
Opening the Business Projects and Project Tasks Folders
Creating a New Project with Tasks
Editing Business Tasks and Projects
Viewing Business Tasks and Projects
Step-By-Step
Skill Sharpener
Lesson 2.5: Communications History and Linking
Creating a History Item
Creating a Business Note in an Item
Creating a Business Note Outside an Item
Viewing the Communication History Folder
Using Link to Record
Using E-mail Auto-Linking
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Business Contact Manager Tools
Lesson 3.1: Using the Dashboard
Opening the Dashboard
The Home Tab
The Sales Tab
The Marketing Tab
The Projects Tab
Customizing the Dashboard
Step-By-Step
Skill Sharpener
Lesson 3.2: Information Management Tools
Setting up the Product and Service Items List
Using the Product and Service Items List
Importing Data
Exporting Data
Generating Reports
The Reports Window
Step-By-Step
Skill Sharpener
Lesson 3.3: Marketing Campaigns
Creating a Basic Campaig
Tracking Campaign Results
Creating a Campaign through Word
Creating a Campaign through Publisher
Step-By-Step
Skill Sharpener
Lesson 3.4: Customizing Forms
Creating a Custom Form
Editing Lists in a Form
Editing Lists Outside a Form
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Index
Everything you need to deliver amazing training
Each courseware title is a trainers' kit that comes with the following course components:
Instructor Guide
Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.
Student Manual
Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable manual gives each participant the student version of the course you will be teaching.
PowerPoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.
Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
