Microsoft Business Contact Manager Complete

Transcription

1 Microsoft Business Contact Manager Complete 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 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 Lesson 1.3: Getting Started with the Welcome Center Changing Your Overview Viewing Help Links Using Sample Data Switching to Your Business Data Lesson 1.4: Understanding the Business Contact Manager Dashboard Viewing the Main Dashboard Adding Gadgets Moving Gadgets Deleting Gadgets Refreshing Gadgets 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 Section 1: Case Study Section 1: Review Questions Section 2: Using Business Contact Manager

2 Lesson 2.1: Working with Accounts Creating New Accounts Editing Accounts Deleting Accounts Searching Accounts Viewing Accounts Accessing Accounts from Outlook 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 Lesson 2.3: Working with Opportunities Creating Opportunities Editing Opportunities Deleting Opportunities Searching Opportunities Viewing Opportunities Lesson 2.4: Working with Leads Creating a New Lead Converting Contacts to Leads Viewing Lead Details Scoring Leads 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 Lesson 2.6: Working with Stores and Vendors Adding Stores Adding Store Employees Adding Vendors Converting Stores to Vendors and Vice Versa

3 Converting Accounts to Vendors and Vice Versa 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 Lesson 3.2: Creating Business History Using the Add History Item Group Linking a Phone Log Linking a Business Note 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 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 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 Lesson 3.6: Working with Products and Services Opening the Products and Services Dialog Adding a Product or Service Editing a Product or Service

4 Deleting a Product or Service Importing a Product or Service List 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 Lesson 4.2: Advanced Call List Tasks Creating a Call Script Adding a History Item Viewing and Managing Call Lists Closing a Call List Lesson 4.3: Generating Mass s Creating a Mass Filtering Contacts Recording Details Tracking Activity Results Viewing and Managing Campaigns Closing the Campaign 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 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

5 Performing the Merge Using the Mailings Tab 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 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 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 Lesson 5.4: Customizing Forms Customizing Existing Forms Saving a Form Resetting Forms to the Default 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

6 Saving Customized Reports Opening Customized Reports 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 Lesson 6.3: Managing Reports Saving a Report to a Folder ing Reports Exporting Reports to Excel Using Print Preview Printing Reports Lesson 6.4: Working with Business Contact Manager Data Viewing Database Information Creating a New Database Checking Your Database for Errors Deleting a Database 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 Section 6: Case Study Section 6: Review Questions