ACT 2010 CD 1 |
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| Watch these First |
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Screen Settings for viewing these videos |
1:00 |
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Opening the Demonstration database |
1:37 |
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Selecting a Layout in the DEMO2010 database |
2:10 |
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Quick Tour of the ACT! Screen |
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8:10 |
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| Getting Started |
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Creating a new database and adding more users |
6:58 |
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Adding a new contact the right way |
6:46 |
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| Finding Your Contacts |
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Looking Up a contact |
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4:04 |
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Lookup contacts with right-click |
1:39 |
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Looking up contacts by adding criteria or narrowing criteria |
3:33 |
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Lookup, Previous lookups list |
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1:33 |
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Looking up contact by using keywords |
4:48 |
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Looking up records by Annual Event fields |
3:59 |
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| Plan your work, work your plan |
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Schedule a phone call |
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4:38 |
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Starting your day in the Task List |
5:20 |
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Using the Calendars |
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3:07 |
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Clearing Scheduled activities |
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3:02 |
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Alarm Options |
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2:14 |
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Viewing the mini-calendar |
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2:00 |
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Timing your calls |
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2:37 |
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2 key scheduling options |
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2:50 |
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| Outlook Email options |
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3:40 |
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| Creating a Group, adding records |
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5:45 |
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ACT! 2010 CD 2 |
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| New Sales Opportunity |
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5:49 |
| Mail Merging |
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Mail Merging to e-mail or documents |
11:05 |
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Email Merging with a web link |
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6:23 |
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| Advanced Scheduling |
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Scheduling resources, conference rooms, etc. |
3:23 |
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Granting calendar access for viewing and scheduling |
1:45 |
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Creating a custom activity type |
3:58 |
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Triggering a series of activities in a field |
3:59 |
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| Database care and Feeding |
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Deleting outdated information from your database |
1:42 |
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Deleting a contact or multiple contacts |
2:20 |
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Deleting a database |
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:50 |
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Exporting a contact and then deleting |
3:08 |
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Backing up and database maintenance |
3:06 |
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| Modifying the Database Structure |
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Creating a new field |
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5:56 |
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Adding a phot field to the layout |
6:04 |
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| Dashboard Lessons |
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Dashboard viewing and filtering the default dashboard |
7:25 |
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Dashboard for Activities |
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2:45 |
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Changing the dashboard layout |
5:38 |
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Dashboard copying to Excel and/or printing |
1:40 |
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Dashboard for Sales Opportunities |
2:23 |
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Dashboard for Administration of synchronization |
1:33 |
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| Synchronizing |
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Setting up a Synching database |
10:26 |
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PDA synchronization |
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1:56 |
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| Potpourri: Good stuff to know about ACT! |
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Attaching Outlook Emails from your Inbox folders |
4:02 |
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Create a new contact while sending an email from Outlook |
1:50 |
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Attach or Create a Link to a File? |
2:57 |
GOLDMINE | OUTLOOK
