A person or team with business challenges to meet, workflows to streamline, or opportunities to seize can provide key perspective and input-critical to user buy-in and BPM success.īusiness process director. A champion understands far-reaching benefits and communicates the value of BPM to the organization. Lesson 6.4: Working with Business Contact Manager Data Section 6: Managing Business Contact Manager DataĬhanging the Font of the Header and Footer Lesson 5.3: Customizing Contact Card Fields Section 5: Customizing Business Contact Manager Section 4: Marketing with Business Contact Manager Lesson 3.6: Working with Products and Services Lesson 3.5: Managing the Sales Pipeline, Part TwoĬhanging the Order of Sales Stages and Activities Lesson 3.4: Managing the Sales Pipeline, Part One Section 3: Doing More with Business Contact Manager Lesson 2.6: Working with Stores and VendorsĬonverting Stores to Vendors and Vice VersaĬonverting Accounts to Vendors and Vice Versa Lesson 2.5: Working with Business Projects and Tasks Lesson 2.2: Working with Business Contacts Section 2: Using Business Contact Manager Lesson 1.4: Understanding the Business Contact Manager Dashboard Lesson 1.3: Getting Started with the Welcome Center Using the Business Contact Manager Navigation Pane Lesson 1.2: Working with the Business Contact Manager Interface Lesson 1.1: Setting up Business Contact Managerĭownloading and Installing Business Contact Manager Section 1: Getting Started with Business Contact Manager All courseware training materials are completely customizable. Tools for managing databases and importing and exporting information are also covered.īy the end of this in-depth Microsoft Business Contact Manager 2010 Complete course, students will be ready to use this program to manage their business more effectively than ever. Wraps up the course with information on reports. Finally, they will receive an introduction to custom forms.
What is microsoft business contact manager how to#
Then, they will learn how to customizeīusiness contacts, accounts, and contact cards. To start, they will learn how to customize lists. Will teach students ways to customize Business Contact Manager. Participants will learn all about call lists, mass e-mail campaigns, direct mail (print) campaigns, and
Finally, students will be introduced to the Products andĬovers Business Contact Manager’s marketing tools. Up is the sales pipeline, made up of sales stages and activities and lead scoring criteria. Then, business history (including phone logs and notes) and communication history will be covered. First, object-related tasks such as bulk editing, user assignment,Ĭategorization, and follow-up flags are discussed. Moves into some of Business Contact Manager’s more advanced tasks and objects. Project tasks, stores, and vendors are all covered in depth. Accounts, business contacts, opportunities, leads, business projects, Gets into working with the various objects provided in Business Contact Manager. Next, participants will learn about the Welcome Center, dashboards, and gadgets. Then, an overview of the interface (with a focus on the new ribbonįeatures and the Navigation Pane) is provided. First, installation and setup methods are covered. Our one-level Microsoft Business Contact Manager 2010 Complete training courseware and accompanying material includes all the information that students need to hit the ground running with this business management application.
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