ACT! Introduction & Intermediate - (Public class max is 5 students)
* Training at your company site (group or 1on1) -- click here.
Course Description
In business, you may tend to possess a lot of information about your contacts. Business contacts and related information need to be properly maintained so that you can access or modify them whenever required. ACT! is a contact management system to work with your business contacts, manage events, track relevant communications, and enhance your business relationships significantly.
Course Objective: You will launch ACT! to create a new database, to which you will add contacts. You will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents. You will then create sales opportunities for contacts and schedule annual events.
Delivery Method: Instructor led, group-paced delivery learning model with structured hands-on activities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
Course Content
Lesson 1: Exploring ACT!
Topic 1A: Explore the ACT! Interface
Topic 1B: Use ACT! Help
Lesson 2: Managing a Contact Database
Topic 2A: Create a Contact Database
Topic 2B: Add Contacts to a Contact Database
Topic 2C: Locate Contacts in a Database
Topic 2D: Edit Contacts
Topic 2E: Sort Contacts
Topic 2F: Print an Address Book
Topic 2G: Generate Reports
Lesson 3: Organizing Contacts
Topic 3A: Create Companies from Contacts
Topic 3B: Group Contacts
Topic 3C: Manage Contact Groups
Topic 3D: Generate Group Reports
Lesson 4: Working with Calendars and Activities
Topic 4A: Work with Calendar Views
Topic 4B: Schedule Activities
Topic 4C: Manage Activities
Topic 4D: Work in the Task List View
Topic 4E: Print a Calendar
Lesson 5: Organizing Sales Opportunities and Contact Activity
Topic 5A: Create Sales Opportunities
Topic 5B: Look Up Contact Activity
Topic 5C: Look Up Annual Events
Lesson 6: Working with a Word Processor
Topic 6A: Create a Document
Topic 6B: Edit an Existing Document
Topic 6C: Format a Document
Topic 6D: Check Spelling
Topic 6E: Attach Documents