Microsoft Business Contact Manager 2010 - Complete Course Outline

Microsoft Business Contact Manager 2010 - Complete



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


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


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


Skill Sharpener

Lesson 1.4: Understanding the Business Contact Manager Dashboard

Viewing the Main Dashboard

Adding Gadgets

Moving Gadgets

Deleting Gadgets

Refreshing Gadgets


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


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


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


Skill Sharpener

Lesson 2.3: Working with Opportunities

Creating Opportunities

Editing Opportunities

Deleting Opportunities

Searching Opportunities

Viewing Opportunities


Skill Sharpener

Lesson 2.4: Working with Leads

Creating a New Lead

Converting Contacts to Leads

Viewing Lead Details

Scoring Leads


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


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


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


Skill Sharpener

Lesson 3.2: Creating Business History

Using the Add History Item Group

Linking a Phone Log

Linking a Business Note


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


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


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


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


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


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


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


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


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


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


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


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


Skill Sharpener

Lesson 5.4: Customizing Forms

Customizing Existing Forms

Saving a Form

Resetting Forms to the Default


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


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


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


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


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


Skill Sharpener

Section 6: Case Study

Section 6: Review Questions

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