Description

Business Contact Manager 2013 DVD Training Course

Become an expert when taking our Microsoft Business Contact Manager 2013 training course and learn all the new features and enhancements from certified instructors in the industry. These subject matter experts have already mastered the new version inside out and have created a dynamic curriculum for our self-study Business Contact manager 2013 training videos so that they can pass down all their information to you. The BCM 2013 training course features a variety of interactive components so that you can easily have fun learning while it is still informative. The self-study BCM 2013 training videos provide students with a quality and comprehensive Microsoft training that will enhance their knowledge.

Microsoft Business Contact Manager 2013

1.0 Learning Basic Elements of Business Contact Manager
1.1 Introduction
1.2 Opening Business Contact Manager
1.3 Using the Ribbons and the Quick Access Toolbar
1.4 Accessing the Backstage
1.5 Using Tabs
1.6 Viewing Workspaces
1.7 Filtering Records
1.8 Searching Business Records
1.9 Showing the Dashboard
1.10 Summary

2.0 Using Contacts and Accounts
2.1 Introduction
2.2 Opening the Business Contacts
2.3 Creating a Business Contact
2.4 Editing a Business Contact
2.5 Moving or Copying Outlook Contacts
2.6 Changing Account Views and Settings
2.7 Editing an Account
2.8 Creating an Account
2.9 Summary

3.0 Identifying Opportunities and Marketing Campaigns
3.1 Introduction
3.2 Creating an Opportunity
3.3 Editing an Opportunity
3.4 Using Opportunity Views
3.5 Marking an Opportunity as Closed
3.6 Creating a Call List
3.7 Using a Call List
3.8 Creating a Basic Marketing Mass Email
3.9 Creating a Marketing Campaign using Word
3.10 Tracking Campaigns
3.11 Summary

4.0 Using Communications History and Linking
4.1 Introduction
4.2 Creating History Items
4.3 Linking Outlook Items to a Record
4.4 Linking Microsoft Office to a Record
4.5 Creating an Automatic E-mail Link
4.6 Linking Past Messages
4.7 Disabling E-mail Linking and Tracking
4.8 Summary

5.0 Managing Databases
5.1 Introduction
5.2 Checking Database Size and Errors
5.3 Creating a Database
5.4 Switching and Deleting Databases
5.5 Exporting Data from a Database
5.6 Backing Up and Restoring
5.7 Sharing Databases
5.8 Summary

6.0 Creating Reports and Charts
6.1 Introduction
6.2 Generating and Exporting Reports
6.3 Modifying a Report
6.4 Launching Marketing Activities from Reports
6.5 Printing Reports
6.6 Creating a Chart
6.7 Summary

7.0 Utilizing Business Projects
7.1 Introduction
7.2 Creating a New Business Project
7.3 Creating a Business Project from an Opportunity
7.4 Managing Business Projects
7.5 Communicating Project Details
7.6 Creating a Project Template
7.7 Summary

8.0 Applying Project Tasks
8.1 Introduction
8.2 Creating a Project Task
8.3 Linking a Project Task
8.4 Updating an Assigned Project Task
8.5 Charting Project Tasks on a Timeline
8.6 Summary

9.0 Using Leads
9.1 Introduction
9.2 Creating a New Lead Record
9.3 Creating Leads from E-mail
9.4 Scoring or Rating Leads
9.5 Customizing Lead Scoring Criteria
9.6 Assigning Leads
9.7 Editing Multiple Leads
9.8 Converting a Lead to a Contact
9.9 Summary

10.0 Customizing Elements in Business Contact Manager
10.1 Introduction
10.2 Creating Custom Record Types
10.3 Customizing Forms
10.4 Creating a New Page
10.5 Working with Form Sections and Fields
10.6 Moving a Section and Rearranging Fields
10.7 Deleting a Form
10.8 Summary