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Business Contact Manager: Track customer data in Outlook

Business Contact Manager folders and Business Contacts image
Improve business relationships and stay on top of sales by moving your business contacts and account information into Microsoft Office Outlook® 2003 with Business Contact Manager.

About this course

This course includes:

  • 3 self-paced lessons and 3 practice sessions for hands-on experience.
  • A short test at the end of each lesson; tests are not scored.
  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • Find your Business Contact Manager data in Outlook (and understand where that data is stored).
  • Easily capture and retrieve the complete history of your business transactions and related files by looking up a business contact or account in Business Contact Manager.
  • See the relationships between Accounts and Business Contacts (and know how to distinguish the two).
  • Import or add contact and account information to Business Contact Manager.

Before you begin

To get the most benefit from this course you should have some familiarity with Business Contact Manager and with Outlook contacts. Not sure whether Business Contact Manager is for you? Learn more about Outlook with Business Contact Manager 2003.

In order to do the practice sessions in this course, you'll need to have Business Contact Manager installed. For help with installation, see Install Business Contact Manager.


Staying on top of your business opportunities is essential—it could mean the difference between making a profit and just making payroll.

Wouldn't it be great if you could keep records of customers and the business opportunities they represent, all in one place? Well, look no further than your own Outlook. With the Business Contact Manager add-in, it's easy to track your business in a program you already use every day.

To learn more about this course, read the overview in the center of this page or the table of contents in the left column.

When you're done reading this page, click Next to start the first lesson.

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