Course
Summary:
This course is ideal for students who have
been using ACT! 2007 for some time and are looking to
leverage some of the advanced features of the product.
Attend This Course:
View
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
Download in Adobe Acrobat (PDF) format
Download Course Agendas
Agendas will show you a minute-by-minute accounting of
what will happen in this class. If you are scheduling a custom class, you
can adjust this agenda to meet your specific needs.
Download in Microsoft Word format
Download in Adobe Acrobat (PDF) format
Advanced lookups and queries
Advanced queries
Creating an advanced query
Saving an advanced query
Editing an existing query
Lookups by example
Using the Lookup By Example feature
Searching multiple fields
Converting to an advanced query
Additional lookups
Performing an annual events lookup
Performing a contact activity lookup
Company lookups
Performing a lookup on company fields
Saving a lookup as a company
Group lookups
Finding all contacts that are members of a group
Finding a group by name
Searching on group fields
Saving a lookup as a group
Opportunity lookups
Performing a lookup of all available opportunities
Looking up a specific opportunity by name
Looking up an opportunity by other fields
Filtering the Opportunity List view
Performing a mail merge
Working with document templates
Creating a document template
Editing a document template
Personalizing document templates
Inserting field placeholders
Inserting a My Record field placeholder
Running a letter template for a single contact
Performing a mail merge
Narrowing a lookup to ensure data is complete
Performing a mail merge for the current lookup
Document and file management
The Documents tab
Adding a document to the Documents tab
Viewing an attached document
Removing a document from the Documents tab
Attaching files
Attaching a file to a contact record
Launching an attached file
Sending mass e-mail messages
Working with e-mail templates
Creating an e-mail template
Editing an e-mail template
Performing a mass e-mail merge
Looking up contacts with a non-empty E-mail field
Sending a mass e-mail message
Outlook integration
Specifying Outlooks ACT! settings
Creating an ACT! Address Book in Outlook 2002/2003
Setting default attachment options
Sending messages to ACT! contacts
Sending an e-mail message to an ACT! contact
Checking e-mail properties for an ACT! contact
Specifying e-mail message history options
Sharing ACT! and Outlook activities
Updating ACT! and Outlook activities
Removing shared activities
Advanced activities
Using the Task List
Filtering the Task List
Editing an activity in the Task List
Sorting the Task List
Changing Task List columns
Managing activity types and priorities
Creating an activity type
Creating a custom activity priority
Managing resources
Adding, editing, and removing a shared resource
Checking resource availability
Scheduling a resource
Working with multiple activities
Scheduling an activity for multiple contacts
Scheduling a recurring activity
Scheduling an activity series
Creating an activity series template
Editing an existing activity series template
Scheduling an activity series
Workgroup calendar features
Granting another user permissions for your calendar
Viewing your meeting invitations
Setting activity preferences
Setting your calendar preferences
Setting your scheduling preferences
Printing a calendar
Printing a standard calendar
Using the Quick Print feature
Opportunity management
Viewing opportunities
Filtering your opportunity list
Looking up opportunities
Customizing the columns in the Opportunity List
Changing the name of an opportunity user field
Adding and removing opportunities
Entering a new opportunity
Editing an existing opportunity
Closing an opportunity
Deleting an opportunity
Generating quotes
Writing a quote for an opportunity
Editing a Word quote template
Exporting opportunities to Excel
Exporting an opportunity list to Excel
Viewing PivotTables and charts
Managing the opportunity process
Creating an opportunity process
Modifying an existing opportunity process
Performing a lookup by opportunity stage
Maintaining a product list
Adding new items to a centralized product list
Modifying a product list
Importing a product list
Call us at
800-322-1049 today!
Faster: Some parts
of 
