CRM

Outlook Basic (A)
Prerequisite: Duration(1 Day)
This course assumes a basic knowledge of the Microsoft Windows operating environment.

Learning Objectives
This course provides competency in working with contacts, using e-mail, formatting and managing messages, creating and managing tasks, working with the Calendar, creating and managing notes, and finding and organizing Outlook information

Assessment

Outlook Intermediate (A)
Prerequisite: Duration(1 Day)
Outlook Basic - Level 1 or equivalent knowledge.

Learning Objectives
This course provides competency in working with organizational tools and advanced features such as mail formatting, signatures and advanced information management tools including mail merge.

Assessment

Outlook Advanced (A)
Prerequisite: Duration(1 Day)
Outlook Intermediate - Level 2 or equivalent knowledge

Learning Objectives
This course provides competency in data management, exchange servers and faxing from outlook. Explore security optionsl and downloading pictures and html content.

Assessment

Business Contact Manager (A)
Prerequisite: Duration(1 Day)
This course assumes a basic knowledge of the Microsoft Windows operating environment.

Learning Objectives
This course provides competency in configuring BCM, using the dashboard, management tools, forms and marketing campaigns.

Windows Mail (A)
Prerequisite: Duration(1 Day)
This course assumes a basic knowledge of the Microsoft Windows operating environment.

Learning Objectives
This course provides competency in using the mail feature within windows. Learn how to configure email accounts, compose and customize email messages, use contact list and import and export data.

ACT! Basic (A)
Prerequisite: Duration(1 Day)
This course assumes a basic knowledge of Windows.

Learning Objectives
This course provides competency in navigating in ACT! Learn how to work with contacts, companies and divisions, perform simple lookups and view contact lists. Understand how to use groups, scheduling, write letters and use email with ACT!. Internet integration and reports.

ACT! Advanced (A)
Prerequisite: Duration(1 Day)
This course requires knowledge of ACT! Basic topics.

Learning Objectives
This course provides competency is advanced lookups and queries, performing a mail merge, document and file management, mass email and outlook integration. Learn advanced activities and opportunity management.

ACT! Administration (A)
Prerequisite: Duration(1 Day)
This course requires solid understanding of ACT! Basic and Advanced topics.

Learning Objectives
This course provides competency in installation and conversion of ACT! This program delivers concepts on database creation, defining field, design layouts, setting preferences, menu and toolbar customization, database maintenance and synchronization.