Course
Summary:
This course is ideal for students who
are new to ACT! 2007. If you're looking to get up and running with the
product quickly, this is the class you should take.
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
Getting started
Using ACT!
Starting ACT!
Examining the ACT! window
Navigating in ACT!
Using database navigation techniques
Locating specific data
Closing a database
Closing a database and closing ACT!
Working with contacts
Working with the My Record
Looking up the My Record
Creating and deleting contacts
Adding a new contact to the database
Duplicating an existing contact
Permanently deleting a contact
Deleting multiple contacts in one step
Working with secondary contacts
Adding a secondary contact
Editing and deleting a secondary contact
Promoting a secondary contact
Using names and salutations
Specifying a contacts first, middle, and last names
Setting name preferences
Updating the salutation for multiple contacts
Entering notes
Inserting a note for a contact
Inserting a note for multiple contacts
Attaching files to a contact
Attaching a file to a contact record
Launching and viewing an attached file
Companies and divisions
Adding and removing companies
Adding a new company record
Deleting a company record
Managing companies
Associating a contact with a company
Updating address data automatically
Managing divisions
Adding a new division
Simple lookups
Performing simple lookups
Performing a lookup of all contacts
Performing a lookup on the basic contact fields
Performing a lookup on fields not in the menu
Performing a right-click lookup
Performing special lookups
Looking up contacts with a non-empty field value
Looking up contacts with an empty field value
Performing a greater than/less than lookup
Replacing, adding to, and narrowing lookups
Replacing the current lookup
Adding to a lookup
Narrowing an existing lookup
Keyword searches
Searching for a phrase
Contact List view
Using the Contact List view
Sorting contacts in the Contact List view
Searching for data in the currently-sorted field
Refining and creating lookups
Performing a lookup of tagged contacts
Omitting tagged contacts from the current lookup
Customizing the Contact List view
Adding a column to the Contact List view
Removing a column from the Contact List view
Changing the column order
Integrating Microsoft Excel
Exporting data to Microsoft Excel
Using groups
Creating and deleting groups
Creating a group
Creating a subgroup
Deleting a group
Renaming an existing group
Converting a group to a company
Changing group membership
Adding static members to a group
Adding all selected contacts to a group
Removing static members from a group
Adding a dynamic group definition
Saving the current lookup as a dynamic group
Working with groups
Performing a lookup of all contacts in a group
Viewing group membership for a single contact
Scheduling activities
Navigating the calendar views
Viewing your calendar
Using the Mini-calendar
Filtering to show specific activities
Scheduling activities
Scheduling an activity
Editing an existing activity
Rescheduling an activity
Adding details to an existing activity
Creating a reminder e-mail for activity participants
Scheduling a private activity
Scheduling a global event
Completing activities
Clearing a completed activity
Erasing an unneeded activity
Recording a history of an unscheduled activity
Writing letters
Setting letter preferences
Setting the default word processor
Creating template-based letters
Writing a letter, memo, and fax cover page
Writing custom template-based letters
Creating a history of a letter sent
Printing envelopes
Printing a standard envelope
Creating an envelope template
Editing an envelope template
Printing labels
Printing labels for all contacts in Arizona
Creating a non-standard label template
Using e-mail
Setting e-mail preferences
Using Internet Mail as the default client
Setting ACT! to work with Microsoft Outlook
Creating an e-mail signature
Setting e-mail composition options
Viewing e-mail in ACT!
Checking for new messages
Creating a new e-mail folder
Composing e-mail messages
Composing a message to an ACT! contact
Composing a message to a non-ACT! contact
Recording e-mail histories
Setting the default e-mail history options
Recording the history of a sent message
Internet integration
Internet integration
Attaching a Web page to a contact
Launching a Web site from a record
Accessing maps and driving directions
Generating a map for a contact
Generating driving directions
Running reports
Contact reports
Running a Contact Report for the current contact
Running a Contact Directory report
Running a Phone List report
Running a History Summary Classic report
Running a Activity report
Group and company reports
Running a Group Membership report
Running a Group List report
Running a Company Summary report
Opportunity reports
Running a Sales Analysis by Record Manager report
Running an Opportunities by Record Manager report
Printing an Address Book
Printing an Address Book on 8 1/2 x 11 paper
Call us at
800-322-1049 today!
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