Course
Summary:
This course is ideal for students who
are new to ACT! 6.0. If you are looking to get up and running with the
product quickly, this is the class you should take. This course was
formerly titled ACT! 6.0 Fundamentals.
Attend This
Course:
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our public training schedule
Schedule a custom class for your workgroup
Download Course Outlines
Course outlines for this class are provided in
Microsoft Word and PDF formats. Please note that you may need to install
the Marydale font to view the Word version properly.
Download in Microsoft Word format
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Working with Contacts
Opening ACT!
Opening ACT! from the Start Menu
Opening ACT! from the Desktop
Creating a New Database
Opening a Database
The ACT! Interface
Identifying Key Elements of the ACT! Interface
Launching ACT!s Views
Setting View Bar Options
Launching the Contact View
Launching the Contact List View
Launching the Groups View
Launching the Task List
Launching the Daily Calendar
Launching the Weekly Calendar
Launching the Monthly Calendar
Launching the Email View
Launching the Internet Services View
Launching Contact View Tabs
Launching the Contact View Tab
The My Record
Find and Correct the My Record
Creating & Deleting Contacts
Inserting a Contact
Duplicating a Contact
Deleting Contacts
Understanding Names & Salutations
Specifying a Contacts First & Last Names
Setting Names Preferences
Entering Notes for a Contact
Inserting a Note for a Contact
Attaching Files to a Contact
Attaching a File to a Contact Record
Viewing an Attached File
Basic Lookups
Simple Lookups
Looking Up All Contacts
Looking Up on Basic Fields
Looking Up on Other Fields
Looking Up Empty/Non-Empty Fields
Looking up Empty Fields
Looking Up Non-Empty Fields
Replacing/Adding/Narrowing Lookups
Replacing a Lookup
Adding to a Lookup
Narrowing a Lookup
Annual Events Lookups
Looking Up Annual Events
Contact Activity Lookups
Looking Up Modified Contacts
Keyword Searches
Searching for a Specific Keyword
Keyword Searching Email Addresses
Lookups By Example
Searching for a Field Value
Searching for Multiple Field Values
Using Query Operators in a Lookup By Example
Using the Contact List View
Contact List View Basics
Launching the Contact List View
Sorting Contacts
Customizing the Contact List View
Adding Columns
Removing Columns
Rearranging Columns
Splitting the Contact List View
The Edit Mode
Switching to the Edit Mode
Using the Edit Mode
The Tag Mode
Switching to the Tag Mode
Building a Lookup in the Tag Mode
Refining a Lookup in the Tag Mode
Using Groups
Creating Groups
Creating a Group
Creating a Subgroup
Deleting Groups or Subgroups
Renaming an Existing Group
Changing Group Membership
Adding Contacts to a Group
Removing Contacts from a Group
Adding the current lookup to a Group
Changing Group Membership in the Contact View
Looking Up Contacts in a Group
Looking Up Group Members from the Contact View
Viewing Group Members in the Groups View
Defining Group Rules
Defining Field Values Rules
Defining Saved Query Rules
Running Group Rules
Scheduling Activities
Navigating the Calendar Views
Viewing the Daily Calendar
Viewing the Weekly Calendar
Viewing the Monthly Calendar
Using the Mini Calendar
Filtering the Calendar
Scheduling Activities
Scheduling an Activity
Editing an Existing Activity
Rescheduling an Activity
Completing Activities
Clearing an Activity
Erasing an Activity
Recording a History of an Unscheduled Activity
Using the Task List
Editing Activities in the Task List
Sorting the Task List
Changing Task List Columns
Filtering the Task List
SideACT!
Using SideACT!
Launching SideACT!
Adding an Activity to SideACT!
Completing a SideACT! Activity
Printing the SideACT! List
Transferring SideACT! Activities
Transferring an Activity from SideACT! to ACT!
SideACT! Alarms
Configuring SideACT! Alarms
Sales/ Opportunities
Adding Opportunities
Entering a New Opportunity
Editing an Existing Opportunity
Completing an Opportunity
Completing an Opportunity
Deleting an Opportunity
Viewing Opportunities
Viewing Opportunities for a Contact
Viewing Opportunities for a Group of Contacts
Managing the Sales Process
Modifying Sales Stages
Looking Up Contacts by Sales Stage
Running Sales Reports
Running Sales/Opportunity Reports
Filtering Opportunity Reports
Running Sales Graphs
Running Sales Pipeline
Library Tab
Adding Documents
Adding a Document to the Library Tab
Viewing Documents
Viewing Documents in the Library Tab
Editing Documents
Editing a Library Tab Document
Mapping ACT! Fields to Excel Spreadsheets
Mapping ACT! Fields to Excel
Internet Features
Internet Services
Viewing a Web Page in ACT!
Launching Web Sites in URL Fields
Attaching Web Pages to Contacts
Attaching a Web Page to a Contact
Viewing an Attached Web Page
Writing Letters
Setting Letter Preferences
Setting Word Processor Preferences
Writing a Template-Based Letter
Writing Letters, Memos, and Fax Cover Pages
Writing Other Template-Based Letters
Creating a History of a Letter Sent
Printing Envelopes
Printing Standard Envelopes
Creating Envelope Templates
Editing Envelope Templates
Printing Labels
Printing Standard Avery Labels
Creating Non-Standard Label Templates
Viewing & Composing Email
Setting Email Preferences
Setting Email Preferences
Viewing Email in ACT!
Checking Your Messages
Creating New Email Folders
Moving Messages Into a Folder
Composing an Email in ACT!
Composing a Message to an ACT! Contact
Composing a Message to a Non-ACT! Contact
Writing Reports
Writing Reports
Writing a Contact Report
Writing a Notes/History Report
Writing an Activities/Time Spent Report
Filtering a Report
Filtering an Activities Report
Filtering a Notes/History Report
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