A full comprehensive courseware program of Microsoft Business Contact Manager 2010, Course Bundle

  • Business Contact Manager 2010 – Customizing Business Contact Manager
  • Business Contact Manager 2010 – Marketing with Business Contact Manager
  • Business Contact Manager 2010 – Managing Business Contact Manager Data
  • Business Contact Manager 2010 – Doing More with Business Contact Manager
  • Business Contact Manager 2010 – Getting Started with Business Contact Manager
  • Business Contact Manager 3 – Using Business Contact Manager
  • Business Contact Manager 3 – Configuring Business Contact Manager
  • Business Contact Manager 3 – Business Contact Manager Tools

Outline

Introduction

Prerequisites

Section 1: Getting Started with Business Contact Manager

Lesson 1.1: Setting up Business Contact Manager

What is Business Contact Manager?

Downloading and Installing Business Contact Manager

Using Express Setup

Using Custom Setup

Step-By-Step

Skill Sharpener

Lesson 1.2: Working with the Business Contact Manager Interface

Opening Business Contact Manager

Interface Overview

Understanding the Ribbon Interface

Using the Business Contact Manager Navigation Pane

Step-By-Step

Skill Sharpener

Lesson 1.3: Getting Started with the Welcome Center

Changing Your Overview

Viewing Help Links

Using Sample Data

Switching to Your Business Data

Step-By-Step

Skill Sharpener

Lesson 1.4: Understanding the Business Contact Manager Dashboard

Viewing the Main Dashboard

Adding Gadgets

Moving Gadgets

Deleting Gadgets

Refreshing Gadgets

Step-By-Step

Skill Sharpener

Lesson 1.5: Doing More with Dashboards

Using the Contact Management Dashboard

Using the Sales Dashboard

Using the Marketing Dashboard

Using the Project Management Dashboard

Step-By-Step

Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Using Business Contact Manager

Lesson 2.1: Working with Accounts

Creating New Accounts

Editing Accounts

Deleting Accounts

Searching Accounts

Viewing Accounts

Accessing Accounts from Outlook

Step-By-Step

Skill Sharpener

Lesson 2.2: Working with Business Contacts

Creating Business Contacts

Editing Business Contacts

Deleting Business Contacts

Searching Business Contacts

Viewing Business Contacts

Accessing Business Contacts from Outlook

Step-By-Step

Skill Sharpener

Lesson 2.3: Working with Opportunities

Creating Opportunities

Editing Opportunities

Deleting Opportunities

Searching Opportunities

Viewing Opportunities

Step-By-Step

Skill Sharpener

Lesson 2.4: Working with Leads

Creating a New Lead

Converting Contacts to Leads

Viewing Lead Details

Scoring Leads

Step-By-Step

Skill Sharpener

Lesson 2.5: Working with Business Projects and Tasks

Creating a New Business Project

Creating Project Tasks

Using Project Templates

Assigning Tasks to Users

Marking Tasks Complete

Deleting Tasks

Viewing Tasks

Step-By-Step

Skill Sharpener

Lesson 2.6: Working with Stores and Vendors

Adding Stores

Adding Store Employees

Adding Vendors

Converting Stores to Vendors and Vice Versa

Converting Accounts to Vendors and Vice Versa

Step-By-Step

Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Doing More with Business Contact Manager

Lesson 3.1: Advanced Tasks

Bulk Editing Items

Assigning Items to a User

Categorizing Items

Customizing Categories

Marking Items for Follow-Up

Step-By-Step

Skill Sharpener

Lesson 3.2: Creating Business History

Using the Add History Item Group

Linking a Phone Log

Linking a Business Note

Step-By-Step

Skill Sharpener

Lesson 3.3: Viewing Business History

Using the Communication History Folder

Viewing Items

Marking an Item for Attention

Changing Linking and Tracking Options

Linking Messages in Bulk

Step-By-Step

Skill Sharpener

Lesson 3.4: Managing the Sales Pipeline, Part One

Setting up Sales Stages

Adding Sales Activities

Editing Sales Stages and Activities

Deleting Sales Stages and Activities

Step-By-Step

Skill Sharpener

Lesson 3.5: Managing the Sales Pipeline, Part Two

Changing the Order of Sales Stages and Activities

Creating Reminders Automatically

Setting the Default Sales Stage

Modifying Scoring Criteria

Creating Custom Scoring Criteria

Step-By-Step

Skill Sharpener

Lesson 3.6: Working with Products and Services

Opening the Products and Services Dialog

Adding a Product or Service

Editing a Product or Service

Deleting a Product or Service

Importing a Product or Service List

Step-By-Step

Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Marketing with Business Contact Manager

Lesson 4.1: Working with Call Lists

Creating a New Call List

Filtering Contacts

Recording Call Status

Adding a Time Stamp

Recording Activity Details

Tracking Activity Results

Step-By-Step

Skill Sharpener

Lesson 4.2: Advanced Call List Tasks

Creating a Call Script

Adding a History Item

Viewing and Managing Call Lists

Closing a Call List

Step-By-Step

Skill Sharpener

Lesson 4.3: Generating Mass E-Mails

Creating a Mass E-Mail

Filtering Contacts

Recording E-Mail Details

Tracking Activity Results

Viewing and Managing E-Mail Campaigns

Closing the Campaign

Step-By-Step

Skill Sharpener

Lesson 4.4: Creating a Print Campaign

Creating a Direct Mail Print Campaign

Filtering Contacts

Recording Activity Details

Tracking Activity Results

Viewing and Managing Print Campaigns

Closing the Campaign

Step-By-Step

Skill Sharpener

Lesson 4.5: Performing a Mail Merge

Beginning a Mail Merge

Choosing Contacts

Choosing Fields

Choosing the Document

Saving the Contact File

Setting Merge Options

Performing the Merge

Using the Mailings Tab

Step-By-Step

Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Customizing Business Contact Manager

Lesson 5.1: Customizing Lists

Getting Started

Choosing a List to Modify

Adding a Field

Editing a Field

Deleting a Field

Changing Field Order

Step-By-Step

Skill Sharpener

Lesson 5.2: Customizing Business Records

Creating a New Business Contact Type

Creating a New Account Type

Changing a Record’s Name and Icon

Deleting a Record Type

Using Custom Records

Step-By-Step

Skill Sharpener

Lesson 5.3: Customizing Contact Card Fields

What is a Contact Card?

Getting Started

Choosing the Record Type to Edit

Adding Fields to the Contact Card

Removing Fields from the Contact Card

Changing Field Order

Resetting the Contact Card

Step-By-Step

Skill Sharpener

Lesson 5.4: Customizing Forms

Customizing Existing Forms

Saving a Form

Resetting Forms to the Default

Step-By-Step

Skill Sharpener

Section 5: Case Study

Section 5: Review Questions

Section 6: Managing Business Contact Manager Data

Lesson 6.1: Working with Reports

Choosing a Report View

Viewing Report Charts

Customizing Charts

Saving Customized Reports

Opening Customized Reports

Step-By-Step

Skill Sharpener

Lesson 6.2: Formatting Reports

Changing the Sort Order

Filtering Data

Adding a Header and Footer

Changing the Font of the Header and Footer

Changing the Report Font

Adding and Removing Columns

Using the Page Setup Dialog

Step-By-Step

Skill Sharpener

Lesson 6.3: Managing Reports

Saving a Report to a Folder

E-Mailing Reports

Exporting Reports to Excel

Using Print Preview

Printing Reports

Step-By-Step

Skill Sharpener

Lesson 6.4: Working with Business Contact Manager Data

Viewing Database Information

Creating a New Database

Checking Your Database for Errors

Deleting a Database

Step-By-Step

Skill Sharpener

Lesson 6.5: Doing More with Business Contact Manager Data

Importing Data from a File

Importing Data from Outlook

Importing Data from Other Applications

Exporting Data

Backing Up Your Data

Restoring a Backup

Step-By-Step

Skill Sharpener

Section 6: Case Study

Section 6: Review Questions

Certificate Requirements

Course Length 12 weeks
Course Effort  2-3 hours a week
Total Course Hours  24
Languages  English
Video Transcripts  No

System Requirements

Internet Connection

  • Broadband or High-Speed – DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor – 2GHz Processor or Higher
  • Memory – 1 GB RAM Minimum Recommended

While our courses are accessible through multiple mobile learning platforms, some courses may include a CD or DVD with the Textbook, so you may need access to a computer with CD-ROM or DVD Drive.

 

PC Software Requirements

  • Operating Systems – Windows 7 or higher
  • Microsoft Office 2007 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers – Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • Kindle Reader App is needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player

MAC Software Requirements

  • Operating Systems – Mac OS x 10 or higher with Windows
  • Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers- Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • Kindle Reader App is needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player
  • Courses that include a CD-ROM or DVD may require an external drive and Parallels software to view.

FAQs

How long does it take to complete a course?

When you register for a course(s), you will receive a start date and the time frame it takes to complete the program.  Once the course begins, each course is self-paced, so you can start and stop each learning module at your own pace. However, you must complete the course within the time frame to receive a certification.

What happens if I do not have enough time to complete the course within the time frame provided?

If you don’t finish the course in the time frame, you will not receive a certification. The time frame allotted to complete each course has been based on each learner giving a concerted effort to complete the course, plus the number of hours it takes to learn the information and obtain the certification.  Therefore, the time frame for each course has been calculated to ensure successful completion of the course. However, if for some reason a learner is unable to complete the course, you will have to re-enroll in the course and you will be required to pay the course price in effect at the time of re-enrollment.

Once enrolled in the course, and I realize that I can’t complete the course can I get a refund?

There are NO REFUNDS once you enroll in a course. However, if you are suddenly deployed while pursuing a certification course, we will work with you to ensure you complete your studies.  Learners who need to delay their course for medical reasons, may be eligible to transfer their course(s) to a future term.  A medical withdrawal will be considered only if accompanied by:

A written verification and phone verification from a medical doctor stating the student cannot complete the course due to illness or disability.  Please not the doctor’s note must be in English to be considered.

You can contact our office at: info@aperionglobalinstitute.com

Are there any additional materials and/or books I am required to buy for a course?

No, everything you need is included in the course.  Some courses will suggest additional materials/books that can help you grasp the information better, or expand your knowledge about a topic. However, you are not required to purchase the additional information.

 Are there exams I will have to take in a course?

Yes, there are exams in each course to access your knowledge of the material. You will be required to pass those exams to successful complete the course. The type of exams you will take vary. They can range from multiple choice questions, essays, short answers, and/or video/audio submissions. If you diligently study and complete the assignments for each course, you will be prepared to pass the exams in the course(s).

Can I get financial assistance?

Aperion Global Institute (AGI) courses are non-credit courses, so they do not qualify for federal assistance in the United States, and AGI does not provide financial assistance.  In some states, a vocational program, military program, or workforce development program will pay for qualified learners to take courses. You will be responsible for qualifying for financial assistance through those agencies and/or programs.  For international students, you will also have to follow the guidelines and requirements regarding financial assistance at your institution or program.

What happens when I complete a course?

Upon successful completion of a course, within three (3) days you will receive a certification by email. You are free to save and print the certification for your educational and career needs. If for some reason you do not receive the certification, or can’t save or print the certification please contact our office at: info@aperionglobalinstitute.com

Once I provide an employer with the certification, am I guaranteed a job?

AGI does not provide direct job placement services after successfully completing a course. However, the certification you receive informs a potential employer that you have acquired the skills and knowledge to obtain employment, in most cases.  We recommend that learners conduct research on the job market to make sure you have the required job skills and expertise.

What software or hardware do I need, and what are the system requirements to take courses?

To take our courses, you must have access to a computer and the internet.  You can use a Mac and/or PC., tablet, phone.  You don’t have to use the same device to log-in for the course(s).  We recommend that you have a word-processing program (Microsoft Word is the best), Abode Player, and the latest version of a free web browser such as Chrome, Firefox, Internet Explorer, Microsoft Edge, etc.

When can I start the courses?

You can start the courses on the start date only. Once the course starts, you are free to access the course anytime, anywhere, and as many times as you want with an internet connection. Please note: There are no refunds once you enroll in a course(s).

Can I receive CEU credit for courses that I successfully complete?

Please do not assume that all courses that you take and successfully complete are eligible for CEU certification. If you are seeking CEU certification for a course, we strongly recommend that you contact your institution and establish eligibility for the courses you plan to take BEFORE you enroll in a course.  Although we provide you with a certificate for successfully completing a course, it is solely your responsibility to ensure that the course you enroll in and the certificate meets CEU requirements for your profession.

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