Course outline for
Microsoft Business Contact Manager 2010 - 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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

Skill Sharpener

Lesson 1.4: Understanding the Business Contact Manager Dashboard

Viewing the Main Dashboard

Adding Gadgets

Moving Gadgets

Deleting Gadgets

Refreshing Gadgets

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

Skill Sharpener

Lesson 2.3: Working with Opportunities

Creating Opportunities

Editing Opportunities

Deleting Opportunities

Searching Opportunities

Viewing Opportunities

Step-By-Step

Skill Sharpener

Lesson 2.4: Working with Leads

Creating a New Lead

Converting Contacts to Leads

Viewing Lead Details

Scoring Leads

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

Skill Sharpener

Lesson 3.2: Creating Business History

Using the Add History Item Group

Linking a Phone Log

Linking a Business Note

Step-By-Step

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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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

Skill Sharpener

Lesson 5.4: Customizing Forms

Customizing Existing Forms

Saving a Form

Resetting Forms to the Default

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

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

Step-By-Step

Skill Sharpener

Section 6: Case Study

Section 6: Review Questions