ACT! 2007 Training CDs Outline

CD 1

Watch this first

How to use the video lessons

Opening the ACT! 9 demo database

Open this database to try the lessons presented

Creating a new database, adding users

Create a new ACT! database and if shared, add users

Touring the ACT! screen

Learn what all the menus, tabs, icons and toolbars do 

Converting a 3-6 ACT! database

The tricks to converting an older version of ACT! 

Adding a new contact

Enter the new contact record the right way, how and why

Editing a field drop-down list

Edit the entries on the drop down pick list for the field

Using Help

Resources to get problems solved

Edit an Existing record

Fast and easy to make changes 

Adding a note, using Preview

Adding a note to the contact record and new in 2007, preview of notes

Creating a duplicate contact

Saving yourself a typing chore

Creating a secondary contact

Enter a name and other data for a person associated with the main contact

FINDING CONTACTS

Lookup Basics

With contacts entered, learn how to find them

Lookup and Narrow

Locate a bunch of contacts and then narrow them 

Lookup and Add to Lookup

Find contacts in one zip code and add another set 

Lookup Keyword Search

Never lose a contact

Lookup Previous

Toggle between contacts

Lookup Annual Event

Locate records by birthdays, renewal dates etc. 

SCHEDULING

Schedule a phone call

Let ACT! remind you to pick up the phone

Schedule a meeting

Be prepared by giving yourself a heads up

Scheduling a Recurring Activity

Weekly sales meetings, oil changes or anything that repeats can be easily scheduled in ACT! 

Clearing activities

The 2nd most important thing to do in ACT! 

Dealing with alarms

Make the right choice, when alarmed

Schedule a Private Activity

Sharing a database does not mean sharing everything

Schedule a meeting with multiple contacts

Two different ways to handle this activity

Activity Series

Creating and applying a series of activities for follow-ups

DAY TO DAY IN ACT!

Task List

Success comes everyday using the Task List 

Mini-calendar

Oldie and a goodie in ACT! 

COMPANY RECORDS

Creating a company record

Create a company record and linking a contact

Company Linking criteria

Learn how to linking to company record works

Dynamic and Static company links

Learn the difference and how to use each

GET THE SALE STARTED

Create a sales opportunity

Entering sales opportunities and modifying the products or services to fit your company

E-MAIL VIA ACT! 

Email Setup

Setup ACT! email and change the template

Email via Outlook

Connect directly to ACT! via Outlook

CD 2

GROUP LESSONS

Creating a Group

What a group is and how to use it

Looking up a Group

Find the group of records you want to work with

Exporting groups records

Exporting the contacts in a group to Excel spreadsheet

Sub-Groups

Adding a sub-group to an existing group

Converting a Group to a Company

If you used groups in older versions of ACT! as pseudo-company records, convert them

Dynamic Group Membership

Add contacts automatically

COMMUNICATIONS

Writing a letter

Create a letter and attach to a contact

Modifying the Letter template

Make the letter template personal

Email merge

Create a template, send by email

MODIFYING THE DATABASE

New field

Add a new e-mail field to the database and layout

Which type of field to add

Overview of the new field types

Adding a Drop down to an existing field

Manage your drop down lists 

Add a picture or memo field

The keys to adding a picture field or a memo field the right way

Tabs

Hiding or adding tabs to the layout

Field Trigger

How to trigger another action in a field

PREMIUM USERS STUFF

Resources

Adding and scheduling resources

Company Event

Scheduling an event on a company wide basis

Search the Calendar

Let ACT! search for open times to meet

Team Security

Create teams and set security 

Field Security

Set permissions for a field

ADVANCED ACTIVITIES

Custom Activity

Create activity types congruent with your business

E-mail confirmation

Send an e-mail to the person confirming a meeting, phone call etc. via scheduling

Lookup Activity

Locate the missed contacts in your database

Priorities

Configure priority settings for your activities

Lookup by Example

Use multiple entries for lookups

Lookup by security settings

Locate the contacts you have designated as private or as having limited access

Sending Invitations

Sending invitations to your team members

Calendar Access

Granting access to your calendar

POTPOURRI

Back and Restore

Protect yourself from a hard drive crash

Synchronize to your PDA

Send your ACT! to your hand held PDA

List View

Working in the columnar view 

Advanced Query

Create queries for target searches of ACT! data

Deleting a Database

Be careful with this one

Export

Exporting ACT! data 

Removing Duplicates

Find and combine duplicate contact records

Importing

How to import data from a text file

Multiple Record Update

Updating a field on multiple contact records

Record Security

Setting record security public vs. private

Setting Preferences

Modify the way you want ACT! to work for you

Salutations

Selecting the salutation preference, executing an update

REPORTS

Reports

Overview of the standard ACT! reports

Notes/History

Combining Notes and History into a report