Business Contact Manager with Outlook 2007

Overview/Description
Microsoft Outlook 2007 with Business Contact Manager helps to save time and improve sales and marketing to ensure excellent customer service by providing customer and contact management in one central location. It allows you to easily manage all your contacts, customer information, and opportunities in one location making it easier to find and manage. It also allows you to create marketing campaigns and send them to prospective customers, as well as track any communications with your customers and contacts to ensure you stay organized. This course demonstrates how to setup Business Contact Manager with Accounts, Contacts, Opportunities, and Projects. It also demonstrates how to track and link items to records, as well as share and protect your data in the Business Contact Manager database.

Target Audience
Personnel at all levels of the enterprise; end users seeking competency in the advanced functionality of Microsoft Outlook 2007.

Prerequisites
The Microsoft Office 2007: Beginning Outlook and Advanced Outlook learning paths or equivalent; basic knowledge of word processing and computing; familiarity with the Microsoft Windows and Office environments and an understanding of the Internet.

Expected Duration (hours)
3.0

Lesson Objectives

Business Contact Manager with Outlook 2007

distinguish the types of records used in BCM

recognize the functions of BCM interface elements

create an Account in BCM in a given scenario

create a new business contact for an account in a given scenario

create an opportunity in a given scenario

create a new account

add a business contact

create a new opportunity

add a product or service item

create a Marketing Campaign in a given scenario

track the results of a Marketing Campaign in a given scenario

create a business project in a given scenario

create a marketing campaign

create a business project

link an account to an opportunity in a given scenario

link a file to an account in a given scenario

link a phone log to a record in a given scenario

view a communication history in a record in a given scenario

link an item to more than one record in a given scenario

move a link to another record in a given scenario

auto-link an e-mail message to a record in a given scenario

link an item to a BCM record

link a communication history item to more than one record

move a link to another record

auto-link an e-mail message to a record

create a report in a given scenario

export a report in a given scenario

launch a Marketing Campaign from a report

select a new database for your profile in a given scenario

delete and restore a database in a given scenario

export data from a database in a given scenario

export a newly-created report

change the database that is associated with a profile

delete and restore a database

export data from a database