Lesson 1: Introduction

• Starting ACT!
• Opening a Database
• ACT! Screen Elements
• Contact Record Basics

Lesson 2: Working Your Contacts

• Locating Contacts
• Sorting the Contact List
• Lookups
• Tag Mode
• Lookup and Omit Tagged Records

Lesson 3: Working Your Schedule
Activities

• Using the Calendar
• The Task List
• History vs. Notes
• Scheduling
• Alarms
• Advanced Options
• Attachments
• Printing the Calendar
• Sharing Outlook and ACT! Activities

Lesson 4: Working with Paper

• Creating Letters, Memos, and Fax Covers
• Printing Documents
• Editing the Attached Document
• Custom Templates
• Envelopes and Mailing Labels
• ACT! Reports

Lesson 5: Working with E-mail

• ACT!’s E-Mail
• ACT! and Outlook
• E-Mail Merge
• E-mail Templates

Lesson 6: Working with Internet Services

• The Internet
• Internet Services Icon
• View, Internet Services
• Attaching Web Pages

Lesson 7: Working With Groups

• Displaying a Group Lookup
• Creating/Populating a Group or Company
• Modifying Groups
• Cumulative Views of Notes, History, etc.
• Sharing Items with a Company/Group
• Filtering Tabs
• Lookup Companies or Groups

Lesson 8: Working with Opportunities

• Creating Opportunities
• Modifying Opportunities
• Opportunity List View
• Export to Excel
• Opportunity Reports

Lesson 9: Working with Dashboards

• Using Dashboards

Lesson 10: Working with Synchronization

• Synchronizing Remote Databases
• Set up a Sync Schedule