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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.

Download 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

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

 

 

 

 

Dates:
Please contact us for training options.


Price:
$199 for open enrollment courses, when available.

Length: 8 Hours

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