ISW BusinessWorks
Introduction to BusinessWorks


Outcomes

This course is designed to introduce existing Lotus Notes users to BusinessWorks. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to maximise their outcomes from the BusinessWorks system.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience

What should you be familiar with?

This session is recommended for experienced Lotus Notes users new to BusinessWorks

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session





BusinessWorks
Introduction to BusinessWorks modules
Create a BusinessWorks profile

Contacts
Understanding Interests
Understanding Relationships
Understanding Organisations
Understanding Contacts
Create, Manage and Maintain Organisations
Create, Manage and Maintain Contacts
Corresponding with Contacts
Using Actions to track Contacts
Opportunities
Working with Opportunities
Creating an opportunity
Updating opportunity actions

Library
Creating Library Documents
Manage and Maintain Library Content
Share information in the library

Admin
Using the Admin database to manage BusinessWorks





Performance-based objectives
  • Understand the BusinessWorks modules
  • Create a user profile
  • Understand interaction between Personal Databases and BusinessWorks
  • Create, update and manage BusinessWorks Contacts
  • Create, update and manage BusinessWorks Opportunities
  • Create, update and manage BusinessWorks Documents



This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course


 
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