Avidian Wins Seattle Mayor’s Small Business Award

Prophet receives prestigious 4 Star Rating from PC World

Prophet wins Best Outlook-Based CRM Solution

Who is this class designed for?
- Any single user or small business who wants to get more familiar with Outlook advanced features and begin to using them more effectively with Prophet.

Duration
- 1 approximate training with
- Includes questions and answers
- Class is offered the second Wednesday of every month at 10 am PST

How do I access the training?
- Web Session using Microsoft LiveMeetings - A special web URL with password will be provided when you register that will allow you to login into our Online Training Session. - Voice Access – You will be provided with a conference call number and access code when you register.

Pricing
- Price is $79.95 USD
- This is per each user that accesses our training via the web URL we provide

How large is the class?
- Class size can vary.
-Maximum Attendance – 10 users. Minimum Attendance – 4 users.
- Our session is designed for that personal touch so that we allow enough time for questions and answers based on our users needs.

These topics will be discussed in the class it may vary in which order

Product Orientation

• Outlook Toolbars – what to have on
• Navigation Pane
• How to add a signature or use multiple signatures

Mailbox

• Creating Folders
• Sorting Emails
• Outlook Options/Actions
  • In the Mailbox
  • In the Inbox List
  • Inside of a Message
• Creating a Contact from an Email
• Creating an Appointment from a Email
• Creating a Task from an Email
• Setting up Follow up and/or Flags on an email
• Setting Rules on Incoming Email
• Searching for Emails

Calendar

• Selecting Your Calendar View
• Adding a Task Pane to your Calendar
• Setting up Appointments
• Setting up Recurring Appointments
• Outlook Actions and Options
  • In an Appointment
  • On the Calendar Page
• Calendar Toolbar Options
• Natural Dates
• Attaching Files to an Appointment

Contacts

• Creating Sub-Folders
• Setting and Sending V-Cards
• Using MapInfo to locate your Contact’s location
• Creating Distribution Lists
• Outlook Actions and Options
  • In a Contact Form
  • In the Contact View
• Contact Views
  • Sorting
  • Adding Customized Fields
  • Customizing for Printing
• Attaching a File to a Contact Record

Tasks

• Adding a Task quickly
• Outlook Actions and Options
  • Inside of a Task
  • Inside the Task View
• Creating an Appointment from a Task
• Creating an Email from a Task
• Task View Options

Miscellaneous

• Categories
• Attachments
• Multiple Windows

How do I register for this training?
- You can purchase the number of users you want to register by (clicking here) and pay by credit card.
- - Or you can call our Office and register over the phone at 206-686-3001. All training must be prepaid prior to receiving your Session Access Information.