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ACT! 2007/2008 Training CD Outline
CD1
Watch this First -- 2:10 -- A short lesson on how to use this training CD
Getting Started
Opening the demonstration database -- 2:22 Opening the demonstration database to try the lessons
Tour of the ACT! screen -- 7:47 An overview of the ACT! interface
Creating a new ACT! database -- 5:21 How to create a new database, add users
Selecting the Layout -- 1:37 Choose the layout that best fits your monitor
Filter setting for tabs -- 4:33 Filtering the Notes/History and other data tabs
Create a new contact record -- 7:07 Add a new contact record to your database
Editing a field drop down list -- :53 Add items to type-ahead lists
Editing an existing contact -- 1:32 Change a contact, undo, delete a note
Add a note to a contact -- 2:12 Add new note, format text
Preview off/on for Notes -- 1:00 See more less of Notes and History tab
Creating a duplicate contact -- 1:42 Same company, different person-add them fast to ACT!
Create a secondary contact -- 1:49 Add and then promote to primary
Converting ACT! 3-6 databases -- 9:37 Convert your existing data and the layouts and other files
Finding Contacts
Lookup Basics -- 6:08 Finding your contacts the easy way
Right-click to lookup a contact in any field -- 1:09 Fast way to find a contact from any field
Lookup and Narrow -- 1:31 Drill down to find the exact contacts you want
Lookup and Add to Lookup -- 1:48 Add one lookup to another
Lookup using keyword search -- 1:48 Find contacts you thought were lost
Lookup Previous -- :45 Toggle between 2 records
Lookup Annual Event -- 1:50 Find birth dates, anniversaries etc.
Scheduling
Schedule a Call -- 5:53 How to get on the phone with your contacts
Timing a call -- 1:32 Track your phone time
Schedule a Meeting -- 2:23 How to get together for more business
Schedule a Recurring Event -- 3:35 Get to the sales meeting on time
Clearing a scheduled activity -- 2:26 Use ACT! By doing this
Dealing with Alarms -- 2:16 Snooze, reschedule, alarms
Scheduling a private activity -- 1:18 On a shared database, keep it private
Schedule an Activity with Multiple contacts -- 1:54 Meeting with a big group? See how to best schedule it
Creating an activity series -- 7:49 Schedule a series of activities with all the trade show attendees
Day to Day working in ACT!
Starting your day with the Task List -- 4:02 Check the Task List first everyday to leverage your ACT! Success
Ad-Hoc History recording -- 1:43 Made an unscheduled call? Record it this way
Using the Mini-calendar -- 1:41 A hidden ACT! Tool
Company Records
Creating Company Records from a contact record -- 2:37 New company record already linked to a contact
Linking a contact to company -- 2:45 Linking and unlinking a new contact
Static and Dynamic linking -- 3:33 Important to understand the difference and how to set this up
Updating Linked contacts -- 1:58 How a company record change affects linked contact records
Adding a Division to a company -- 3:15 Build a hierarchy of the company
Sales Opportunities
Creating a Sales Opportunity -- 6:27 Create a new sales opportunity, edit the sales cycle and the products
E-MAIL via ACT!
Connecting to Outlook Email -- 4:13 Setting up ACT! To connect with Outlook
Setting ACT! History options -- 1:15 How are emails recorded in ACT! When sent via Outlook? Make your choice.
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CD 2
Group Lessons
Creating a Group and adding contacts -- 5:08 Why and How to make a new group
Looking up the Group -- 1:00 Find the group of contacts
Adding a single contact to a group -- 1:26 Easy contact addition to the group
Exporting a Group to Excel -- 1:34 Transfer the contacts to Excel
Groups and Subgroups -- 1:34 Creating a sub-group
Converting old ACT! groups to Companies, deleting or moving groups -- 3:40 Make companies out of groups, deleting or moving groups
How Group data works -- 1:16 Extended data from the contact tabs
Dynamic and Static Group membership -- 4:55 How ACT! can add contacts to a group automatically
Communications
Writing a Letter, history options -- 2:28 Attaching a letter document to the contact via Word
Modifying the Letter template -- 3:23 Add a logo, other merge data
How ACT! names a Word document -- :58 Understanding the naming process
Creating mail merge templates -- 5:44 Creating templates for personalized mailings and then printing the envelopes or labels
Modifying the Database Structure
Modify a User Field and the Layout Name -- 4:43 2 step process to change the field and then to update the layout display
Add a new e-mail field -- 6:09 Customizing the placement of new fields and objects
Deleting or adding tabs to the layout -- 2:59 Customize what tabs are seen and the order of display
Field triggers -- 3:50 Automate processes such as having ACT! apply an activity series to the contact when a specified field is changed
Updating the salutation for multiple contacts -- 1:05 Change the salutation entry many contacts at once
Adding a Photo field -- 4:01 Looks easy, but it can be tricky
Premium Users Stuff -- Works with Premium version only
Limited Access for a Contact -- 2:32 Individual or Team security
Invitations-sending and responding -- 3:59 Asking contacts to join you
Scheduling company resources -- 2:36 Which contacts can you see?
Calendar searching for meetings -- 2:45 Default settings for remotes
Setting up Teams for limited access -- 2:52 Team access levels
Lookup by Limited Access -- 2:28 Who has access to which contacts?
Setting Field Level Security -- 5:30 Determine who has access to a specified field and what level
ADVANCED ACTIVITY LESSONS
Customized Activity Types -- 3:27 Create activity types that best fit your business
Creating Events for the Company -- 1:28 Company-wide activities
Granting calendar access -- 1:24 Allow other users to view and or schedule for you
POTPOURRI
Opening a map to the contact -- 1:49 ACT! connect to Map Quest and shows you how to get there-attach to the contact record
Backing up your database -- 2:50 Do this everyday-servers need special software
Activities roll-over on startup -- 1:35 Set your preferences to never miss an activity
Deleting a database-careful! -- :54 Easy to do, and it is gone for good
Scanning for duplicates, combining -- 3:22 Make 2 nearly identical contacts into a single record
Importing data from Excel -- 10:01 Preparing the data and importing properly
Setting Preferences -- 5:02 Customize ACT! settings
Updating multiple contacts -- 2:57 Moving, copying updating field data
REPORTS
Reports overview -- 2:55 Which report do you need?
Notes and Histories Combined -- 1:26 For users of ACT! prior to the 2005 version
Modifying an existing report -- 5:07 Add the mobile phone number to the phone list report
DASHBOARDS
Dashboard overview -- 3:53 What is a dashboard and why do I need one?
Editing a dashboard component -- 3:56 Modify an existing component, from the default dashboards, filtering
New Dashboard -- 1:47 How to create a new dashboard
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