Upon Request Courses

Outlook 2016/2013/2010 Business Contact Manager

This course introduces participants to Outlook Business Contact Manager: a Customer Relationship Management (CRM) software included with Outlook. Learn how to view communications and create contacts, marketing campaigns, opportunities, and projects.

Dates & Times

Request

Call (518) 786-1181 or contact us for customized, individual or group training.

Course Outline

Corporate and NYS discounts do not apply for this course.

This course is recommended for participants who have some familiarity with Outlook. The course will introduce participants to Business Contact Manager and provide helpful ideas on how to utilize the software to effectively to track contact information, to-do items, business opportunities, and a variety of related information.

Includes:
Follow-up support by email or phone for an unlimited period

Lesson 1: Business Contact Manager Setup

  • Creating a standalone database
  • Creating a networked database
  • Connecting to an existing database
  • Importing data

Lesson 2: Working with Business Contacts and Accounts

  • Creating a business contact
  • Creating an account
  • Linking business contacts and accounts

Lesson 3: Linking Items to Business Contacts

  • Emailing Business Contacts
  • Linking email messages to a Business Contact
  • Managing Email Auto-linking
  • Linking calendar appointments to a Business Contact
  • Linking tasks to a Business Contact

Lesson 4: Creating Marketing Campaigns

  • Creating a campaign for selected accounts or business contacts
  • Sending an email campaign
  • Creating a mail merge document
  • Tracking campaign results

Lesson 5: Managing Projects and Opportunities

  • Creating opportunities
  • Uses Sales Stages with to-do items
  • Creating a project
  • Working with project tasks

Lesson 6: Customizing the Database

  • Managing drop-down lists
  • Adding new fields to forms
  • Rearranging fields and sections

Lesson 7: Viewing Your Data

  • Using the dashboard
  • Customizing views
  • Searching for data
  • Running reports