Business Contact Manager 3

DESCRIPTION
Business Contact Manageris a product first released with Office 2003. It works with Outlook, adding customer and sales management tools. It is included with the Ultimate, Professional, and Small Business editions as a separate CD. (Other editions of Microsoft Office are not licensed for this product.) It must be used with Microsoft Outlook; it cannot be launched on its own.


PREREQUISITES
Exposure to MS Outlook is mandatory.


CONFIGURING BUSINESS CONTACT MANAGER

• Getting Started
  
  
  
  • What is Business Contact Manager?
    
  • Installing Business Contact Manager
    
  • Using Express Setup
    
  • Using Advanced Setup
    
  
  
• Using Business Contact Manager
  
  
  
  • Using the Business Contact Manager Dashboard
    
  • Using the Business Contact Manager Menu
    
  • Using the Business Contact Manager Toolbar
    
  • Removing a Database
    
  • Sharing Your Database
    
  • Managing Your Database
    
  • Using the Dashboard Links
    
  • Using the Help Menu
    

USING BUSINESS CONTACT MANAGER

• Accounts
  
  
  
  • Opening the Accounts Folder
    
  • Creating New Accounts
    
  • Editing an Account
    
  • Account Views
    
  
  
• Business Contacts
  
  
  
  • Opening the Business Contacts Folder
    
  • Business Contact Views
    
  • Skill Sharpener
    
  
  
• Opportunities
  
  
  
  • Opening the Opportunities Folder
    
  • Creating an Opportunity
    
  • Editing an Opportunity
    
  • Opportunity Views
    
  
  
• Business Projects and Project Tasks
  
  
  
  • Opening the Business Projects and Project Tasks Folders
    
  • Editing Business Tasks and Projects
    
  • Viewing Business Tasks and Projects
    
  
  
• Communications History and Linking
  
  
  
  • Creating a History Item
    
  • Creating a Business Note in an Item
    
  • Creating a Business Note Outside an Item
    
  • Viewing the Communication History Folder
    
  • Using E-mail Auto-Linking
    

BUSINESS CONTACT MANAGER TOOLS

• Using the Dashboard
  
  
  
  • Opening the Dashboard
    
  • The Sales Tab
    
  • The Marketing Tab
    
  • The Projects Tab
    
  • Customizing the Dashboard
    
  
  
• Information Management Tools
  
  
  
  • Setting up the Product and Service Items List
    
  • Using the Product and Service Items List
    
  • Importing Data
    
  • Exporting DataGenerating Reports
    
  • Creating a Campaign through Word
    
  • Creating a Campaign through Publisher
    
  • Editing Lists in a Form
    
  • Editing Lists Outside a Form
    
  
  
• Working with Accounting Express
  
  
  
  • Installing Account Express
    
  • Opening Accounting Express
    
  • Setting up a Connection to Accounting Express
    
  • Using the Accounting Tools Menu