Business Contact Manager 2013

Basic
Course Introduction
	Introduction	
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 Folder	
	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 Creating an Account	
	2.8 Editing 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	
Course Summary
	Summary