Business Contact Manager 3
Course Outline

DURATION	1 Day
PREREQUISITES	Exposure to MS Outlook is mandatory.
DESCRIPTION	Business Contact Manageris a product first released with Office 2003. It works with Outlook, adding customer and sales management tools. It is included with the Ultimate, Professional, and Small Business editions as a separate CD. (Other editions of Microsoft Office are not licensed for this product.) It must be used with Microsoft Outlook; it cannot be launched on its own.
COURSE DATES	Click here to request an alternate date Or call us on 020 313 73958 from 8:00 to 22:00 Monday to Sunday. Weekday Wed, 15-Feb-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 25-Feb-12 10:00 - 16:30 £200.00 +VAT Weekday Thu, 15-Mar-12 09:30 - 16:30 £200.00 +VAT Evening Mon, 26-Mar-12 and Tue, 27-Mar-12 18:30 - 21:30 £200.00 +VAT Weekday Mon, 16-Apr-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 28-Apr-12 10:00 - 16:30 £200.00 +VAT Weekday Tue, 15-May-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 26-May-12 10:00 - 16:30 £200.00 +VAT Weekday Fri, 15-Jun-12 09:30 - 16:30 £200.00 +VAT Evening Mon, 25-Jun-12 and Tue, 26-Jun-12 18:30 - 21:30 £200.00 +VAT Weekday Mon, 16-Jul-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 28-Jul-12 10:00 - 16:30 £200.00 +VAT Weekday Wed, 15-Aug-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 25-Aug-12 10:00 - 16:30 £200.00 +VAT Evening Mon, 24-Sep-12 and Tue, 25-Sep-12 18:30 - 21:30 £200.00 +VAT Weekday Fri, 28-Sep-12 09:30 - 16:30 £200.00 +VAT Weekday Mon, 15-Oct-12 09:30 - 16:30 £200.00 +VAT Weekend Sat, 27-Oct-12 10:00 - 16:30 £200.00 +VAT Weekend Sat, 3-Nov-12 10:00 - 16:30 £200.00 +VAT Weekday Thu, 15-Nov-12 09:30 - 16:30 £200.00 +VAT Weekday Mon, 17-Dec-12 09:30 - 16:30 £200.00 +VAT Evening Wed, 26-Dec-12 and Thu, 27-Dec-12 18:30 - 21:30 £200.00 +VAT Any One-to-One Tuition Any Date - Fully Customisable 09:30 - 16:30 £375.00 +VAT Alternatively, use our BOOKINGS FORM for an alternative payment method, or for multiple dates/courses.

CONFIGURING BUSINESS CONTACT MANAGER

• Getting Started
  

   

  • What is Business Contact Manager?

  • Installing Business Contact Manager

  • Using Express Setup

  • Using Advanced Setup

   

• Using Business Contact Manager
  

   

  • Using the Business Contact Manager Dashboard

  • Using the Business Contact Manager Menu

  • Using the Business Contact Manager Toolbar

  • Removing a Database

  • Sharing Your Database

  • Managing Your Database

  • Using the Dashboard Links

  • Using the Help Menu

USING BUSINESS CONTACT MANAGER

• Accounts
  

   

  • Opening the Accounts Folder

  • Creating New Accounts

  • Editing an Account

  • Account Views

   

• Business Contacts
  

   

  • Opening the Business Contacts Folder

  • Business Contact Views

  • Skill Sharpener

   

• Opportunities
  

   

  • Opening the Opportunities Folder

  • Creating an Opportunity

  • Editing an Opportunity

  • Opportunity Views

   

• Business Projects and Project Tasks
  

   

  • Opening the Business Projects and Project Tasks Folders

  • Editing Business Tasks and Projects

  • Viewing Business Tasks and Projects

   

• 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 E-mail Auto-Linking

BUSINESS CONTACT MANAGER TOOLS

• Using the Dashboard
  

   

  • Opening the Dashboard

  • The Sales Tab

  • The Marketing Tab

  • The Projects Tab

  • Customizing the Dashboard

   

• Information Management Tools
  

   

  • Setting up the Product and Service Items List

  • Using the Product and Service Items List

  • Importing Data

  • Exporting DataGenerating Reports

  • Creating a Campaign through Word

  • Creating a Campaign through Publisher

  • Editing Lists in a Form

  • Editing Lists Outside a Form

   

• Working with Accounting Express
  

   

  • Installing Account Express

  • Opening Accounting Express

  • Setting up a Connection to Accounting Express

  • Using the Accounting Tools Menu