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Course rating of 0 Vendor rating of 4

Topics included: Configuring Business Contact Manager; Using Business contact manager accounts & contacts; Business Projects & Project Task; Communications History & Linking; Customizing the Dashboard; information Management Tools; Marketing Campaigns..

Course Outline

Configuring Business Contact Manager         
Getting Started         
What Is Business Contact Manager? 
Installing Business Contact Manager       
Using Express Setup  
Using Advanced Setup     
Skill Sharpener

Using Business Contact Manager

Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders       
Using the Business Contact Manager Menu       
Using the Business Contact Manager Toolbar 
Skill Sharpener

Working with Business Contact Manager Data
Creating a Database
Removing a Database  
Connecting to a Shared Database  
Sharing Your Database
Managing Your Database         
Skill Sharpener

Getting Help in Business Contact Manager  
About the Welcome E-Mail  
Using the Dashboard Links
Using “Learn About Business Contact Manager”     
Using the Help Menu
Skill Sharpener
Case Study 
Review Questions  

Using Business Contact Manager          
Open the Accounts Folder         
Creating New Accounts    
Editing an Account  
Account Views
Skill Sharpener

Business Contacts

Opening the Business Contacts Folder       
Creating a Business Contact    
Editing a Business Contact      
Business Contact Views         
Skill Sharpener


Opening the Opportunities Folder       
Creating an Opportunity     
Editing an Opportunity      
Opportunity Views  
Skill Sharpener

Business Projects and Project Tasks       

Opening the Business Projects and Project Tasks Folder        
Creating a New Project with Tasks       
Editing Business Tasks and Projects         
Viewing Business Tasks and Projects   
Skill Sharpener

Communications History and Linking    
Creating a History Item       
Creating a Business Note in an Item     
Creating a Business Note Outside and Item       
Viewing the Communications History Folder    
Using Link to Record         
Using E-mail Auto-Linking          
Skill Sharpener
Case Study 
Review Questions   

Business Contact Manager Tools 
Customizing the Dashboard   
Opening the Dashboard        
The Home Tab    
The Sales Tab   
The Marketing Tab    
The Projects Tab   
Customizing the Dashboard
Skill Sharpener

Information Management Tools        
Setting up the Product and Service Items List     
Using the Product and Service Items List     
Importing Data      
Exporting Data
Generating Reports
The Reports Window
Skill Sharpener

Marketing Campaigns 
Creating a Basic Campaign
Tracking Campaign Results         
Creating a Campaign Through Word    
Creating a Campaign Through Publisher         
Skill Sharpener

Customizing Forms   

Creating a Custom Form    
Editing Lists in a Form
Editing Lists Outside a Form      
Skill Sharpener

Working With Accounting Express   

Installing Accounting Express    
Opening Accounting Express
Setting up a Connection to Accounting Express      
Using the Accounting Tools Menu
Skill Sharpener
Case Study 
Review Questions   

Prerequisites & Certificates

Certificates offered

We offer the highest quality training with certified instructors, a professional learning environment, and free lunch. Participants will receive a Certificate of completion.

Cancellation Policy
Cancellations less than 2 business weeks before the expected delivery date are eligible for a 50% refund, or a credit voucher will be provided for regularly scheduled courses (choice being that of the registrant). Credit Vouchers are transferable within the same company. Please send your cancellation notice to info@itplanit.com.
Map & Reviews
Itplanit Services Corp.
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Here are some reviews of the training vendor.
This course was very, very interesting due to the instructor. He was simple, gave good examples and made a few jokes. Also, being only 5 participants was a bonus for us as we were able to share our experiences in a timely manner.
Reviewed by 2016
I think there is too much material to cover in one session. It's a lot of information to absorb all at once.
Reviewed by 2013
The only thing I would add...if you know you don't have many participants, hands on practice would be great. I would like to have had more time applying what i learned in a diagram. Once I got back to my office...i didn't know how to move a shape and associated text together. I also would like to know where I can see all the shapes offered by visio instead of searching for the shape and not knowing what to call it?
Reviewed by 2013
The instructor was excellent. I was pleasantly surprised by how interesting she made a potentially dry subject appear. Non-stop, great snacks provided all day from ham/egg bagels for breakfast, muffins, Valentines chocolate, chips, popcorn, gumball machine, coffee, juices etc etc. Perfect location for me as it was 2 blocks from my office.
Reviewed by 2013
I had no problem with the instructor's technigues, methods or delivery of the course material. He made what was otherwise fairly dry material as interesting as he possible and augmented it with practical examples that the class could relate to. The training facility and staff were also comendable, however what can't be overlooked is the IT infrastructure. During the exam the problems with latency were so bad that it affected my ability to concentrate on the material. Prior to the exam I completed 2 practice exams on paper in 35 & 37 minutes respectively. Doing the exam online it took over 1.5 hrs because it would take between 30 & 60 sec to refresh the page and show the next question. At times when I attempted to go back and review quesgtions I had marked I found my original answer wasn't recorded & I'd have to answer the question a second time. By the end of 70 min I was so digruntled I couldn't wait to finish regardless of the end result. It may not seem fair to evaluate the favility in this manner, but as a student the outcome is the ultimate measurement of a training favility.
Reviewed by 2013
A very interesting course. Claude Gerin, our instructor, was excellent in making this a very interesting and learning experience. THANKS!
Reviewed by 2012

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