ACT! 2006 Basic
Explore the ACT! environment, use contacts, create lookups,
organize with groups, use the schedule, write letters and
email, and run reports.
Recommended Preparation: Windows XP Practical Computing Techniques or equivalent knowledge.
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Personalized training and consulting is available upon
request.
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Course Technology exercise files for ACT! 2006 Basic
Lesson 1:Getting
started
- Introducing ACT!
- Navigation
- losing databases
Lesson 2:Working with contacts
- My Record
- Creating and deleting contacts
- Secondary contacts
- Names and salutations
- Inserting notes
- Attaching files to a contact
Lesson 3:Companies and divisions
- Adding and removing companies
- Managing companies
- Managing divisions
Lesson 4:Simple lookups
- Performing simple lookups
- Special lookups
- Modifying lookups
- Keyword searches
Lesson 5:Contact List view
- Using the Contact List view
- Lookups in Contact List view
- Customizing the Contact List view
- Integrating Microsoft Excel
Lesson 6:Groups
- Creating and deleting groups
- Changing group membership
- Working with groups
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Lesson 7:Activities
- Calendar views
- Scheduling activities
- Completing activities
Lesson 8:Letters
- Letter preferences
- Template-based letters
- Envelopes
- Labels
Lesson 9:E-mail
- E-mail preferences
- Viewing e-mail in ACT!
- Composing e-mail messages
- Recording e-mail histories
Lesson 10 :ACT! and the Internet
- Web integration
- Maps and driving directions
Lesson 11 :Reports
- Contact reports
- Group and company reports
- Opportunity reports
- Printing an Address Book
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