Business Contact Manager
Microsoft Outlook 2007
Advanced Training Course Outline

1-day course

Business Contact Manager adds contact management capabilities to Microsoft Office Outlook 2007, so you can more easily manage contact information and sales and marketing activities all in one place. Office Outlook 2007 with Business Contact Manager provides new capabilities that help you organise all your customer information, manage sales leads, track marketing activities, and centralise project information in the familiar Office Outlook 2007 environment.

Students should have attended the Outlook 2007 courses from Foundation to Advanced level or have knowledge of the topics covered.

Course contents

• Introducing Microsoft Office Outlook 2007 with Business Contact Manager
• Install Business Contact Manager for Outlook 2007
• Getting started with Business Contact Manager for Outlook 2007
• About the Business Contact Manager menu commands
• About Business Contact Manager reports
• About Business Contacts in Business Contact Manager
• About communication history items in Business Contact Manager
• About phone logs in Business Contact Manager
• About Project Tasks in Business Contact Manager
• About accessing financial data in Business Contact Manager
• About Accounts in Business Contact Manager for Outlook
• Copy or move individual Outlook contacts into Business Contact Manager
• Create a Business Contact in Business Contact Manager
• Promote your business with Marketing Campaigns in Business Contact Manager
• Create a Marketing Campaign from a report in Business Contact Manager
• Use Mail Merge with Business Contact Manager
• Create a Marketing Campaign in Business Contact Manager from another program in the Microsoft Office suite
• Create an Account in Business Contact Manager
• Edit an Account record in Business Contact Manager
• Link an Account to a Business Contact in Business Contact Manager
• Link a Business Contact to an Account in Business Contact Manager
• Create Business Contact communication history items in Business Contact Manager
• Link an existing communication history item to more than one Business Contact Manager record
• Create quotes, sales orders, or invoices from Account records in Business Contact Manager
• Create quotes, sales orders, or invoices from Opportunity records in Business Contact Manager
• Customize drop-down lists on Business Contact Manager forms
• Customize your Business Contact Manager forms through user-defined fields
• Delete a Business Contact record in Business Contact Manager
• Effects of sharing your Business Contact Manager database on E-Mail Auto-Linking
• Export a file from Business Contact Manager
• Help for a Business Contact Manager report
• Help with modifying a Business Contact Manager report
• Import a file into Business Contact Manager
• Import and export business data in Business Contact Manager 2007
• Mark project tasks, appointments, phone logs, and tasks as billable in Business Contact Manager
• Move a linked communication history item in Business Contact Manager
• Restore an Account record in Business Contact Manager
• Sharing your Business Contact Manager data with other users
• Troubleshoot Account records in Business Contact Manager
• Use Business Contact Manager with mobile devices
• Using the E-Mail Marketing Service in Business Contact Manager
• Working offline in Business Contact Manager

 

For further details, or to book a course, please contact us:
email:        training@ictwizard.com
telephone:  01382 453447

Our Outlook courses include:

Microsoft Outlook 2007 Foundation

Microsoft Outlook 2007 Intermediate

Microsoft Outlook 2007 Advanced

Business Contact Manager 2007 New

Microsoft Outlook 2003 Foundation 

Microsoft Outlook 2003 Advanced 

 

ICT Wizard courses:

• on your site or locations throughout the UK
• Computer training courses in Aberdeen, Dundee, Glasgow, Edinburgh and London
• delivered by Certified Master Instructors.