Time is Money - Don't Waste Another Minute!
How much time and money does your company waste because information you need is not at your fingertips or organized in a way that is easily retrievable? Stop wasting time and money and learn how to use Microsoft Outlook with Business Contact Manager as a tool to help you manage your time and information. Learn tips that you can implement immediately that you will wish you'd known years ago.
Class content is focused primarily on the use of Business Contact Manager in Microsoft Outlook 2007. Business Contact Manager is found in the "Professional," "Small Business" and "Ultimate" versions of Microsoft Outlook. Business Contacts are only found in Business Contact Manager and are different from "Contacts" in Outlook. If your organization is not using Business Contact Manager, we recommend that you look at our program Organizing Your Workday Using Microsoft Outlook 2007 instead.
Don't have enough people for a class? We can work with you one-on-one locally or remotely. Contact our office at 425.670.2551 or 877.342.8592 to learn how.
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What You Will Learn
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How to create a "business contact" in Business Contact Manager and how to customize information such as the "source of the lead," your client or prospect's "area of interest" and how to add your own fields to track data specific to your business.
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How to create an "account" that you can link business contacts to and then customize the account for your business needs.
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How to link all e-mail correspondence to your business contact so you no longer need to look in your inbox, sent or deleted items folder.
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How to track all communication history with a business contact or an account; including: phone logs, business notes, opportunities, appointments, projects, tasks, files and more.
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How to organize your accounts and business contact using custom categories - and be able to access data in seconds - without ever having to remember name or company names.
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How to use the dashboard to prioritize and manage workflow - using graphs and reports.
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How to customize reports in order to use the information in your database for marketing campaigns.
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How to create distribution lists for internal and external use.
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The secrets to mail merge for your labels, letters and envelopes.
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Reasons to Bring this Program to Your Office
- Taking an "Outlook Class" from a community college or other training facilities will teach you the content from a pre-defined workbook and agenda. They do not take into consideration the needs of business people and how they need to "use" the software in their business. Our Specialists will ensure that your course curriculum is customized for your organization and will use specific examples for your business.
- You can use your own computers and information to participate in class - so you can use your data and real life work examples - making the experience even more valuable.
- We understand the needs of business professionals and are able to speak to your specific information management challenges.
- Laura Leist has an educational background in Management Information Systems and has been consulting and training on this tool for over a decade.
- Robert Strasser has over 15 years of experience in designing, deploying and supporting a wide range of product solutions in small to large-scale environments.
- Microsoft Outlook is a highly under-utilized program. There are very simple things that everyone can immediately implement after class that will make you more efficient every day at work.
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Participants Receive
A copy of Business Solutions Using Outlook 2007 with Business Contact Manager a 200+ page step-by-step reference guide written by Productivity Consultant, Laura Leist.
Audiences: Business Offices. Class size is limited to 10-15 participants per session for hands-on instruction.
Program Length: half-day, full-day or multi-day
Investment: Please contact our office or call us at 425.670.2551 or 877.342.8592.
Client Testimonial: "I am grateful that we had a small class, so I could get individual help, which made it much easier to learn. Wonderful having great tech support."
Lynette - Ederer Investment
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