Course outline for
Microsoft Office Business Contact Manager 3

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

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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

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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

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Lesson 2.2: Business Contacts

Opening the Business Contacts Folder

Creating a Business Contact

Editing a Business Contact

Business Contact Views

Step-By-Step

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Lesson 2.3: Opportunities

Opening the Opportunities Folder

Creating an Opportunity

Editing an Opportunity

Opportunity Views

Step-By-Step

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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

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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

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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

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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

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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