Prepared by: Pichrachana Aun

HOW TO GETTING STARTED WITH

OUTLOOK BUSINESS CONTACT

MANAGER 2010

• It is available as a stand-alone purchase

- included with office 2007 small business, professional, and Ultimate• However, it is available only with office 2010

standard• Tech guarantee can help to get a free upgraded• Business Contact Manager is mainly only

available to Volume Licensed copies of Office.

GETTING OUTLOOK BUSINESS CONTACT

MANAGER 2010

To get start, just simply install it and set up as normal.

Installer works the same as the main office, but you don’t have to enter you product key again.

INSTALLING AND USING BUSINESS

CONTACT MANGER

You have to close all office application during setup.

NOTE

• Once the installation is finished, run Outlook to finish the setup, you’ll be greeted with a Business Contact Manager setup screen.

• If you’re just getting started with BCM, it may be helpful to start out with the sample data to see how it works.

• Now BCM will setup your new database, which may take a few minutes if you selected to include sample data.

• Once it’s finished, you’ll be asked to enter info about your company.  When you’re finished, click Next to finish setup.

• You’ll now see the new Business Contact Manager open in Outlook, with a welcome message that will explain how to use it.

• You can easily access Business Contact Manager anytime from Outlook via the links in your email Folders list or with the Business Contact Manager button on the bottom left of the window.

• You’ll notice a variety of new tools in Outlook when you’re in the Business Contact Manager pane.  You can add new accounts, contacts, vendors, and more.

• You can then add detailed sales opportunity info, and follow up when you make a sell or purchase.

• You can then sort your contacts by project, listing their payments, orders, and more.

• BCM also includes a great project manager that you can use to keep all the activities in your company organized.  It’s fully integrated with Office, so you can include relevant Office files in your projects.

• When you’re reading an email, you’ll see options to create a new record or add the email to an existing one.

• You’ll also see a new Business Contact Manager pane in the Outlook File menu.

• You can also import existing business data from ACT! or QuickBooks directly into BCM from the Options pane.

• Business Contact Manager is also automatically integrated into many of the other Office apps.

Thank you for your attention!!!!