|
 BACK
ACT! 2009 Training CD Outline
CD1 -- Beginning Lessons
Watch this First -- 2:14 -- A short lesson on how to use this training CD
Getting Started
Watch this First -- 2:14 How to use the training videos
Opening the Demonstration Database -- 2:10 How to open the demonstration database for trying the exercises
Creating a new database, adding users -- 7:22 Creating a company database and adding the names of all the people who can log in.
Creating a new contact record -- 17:32 The right and wrong way to add new contact records to your ACT! database
Touring the ACT! screen -- 10:07 Get familiar with all the buttons, menus etc.
Selecting Layouts -- 1:28 Take a look a the different ways to display ACT! contact data
Editing an Existing contact record -- 0:48 Easy and intuitive, but a short example
Adding a Note -- 3:52 Much can be done with note entries, learn how
Editing existing drop down lists -- 1:38 Field drop down lists make it easy and efficient to enter contacts
Filters and Option settings for Notes and History -- 3:58 See notes and history data the way you prefer
Deleting a Contact record -- 1:17 Some do's and don'ts on deleting
Looking Up Contacts
Lookup Contact Basics -- 7:00 Lookup menu and the options there
Lookup by right-click -- 1:12 Find anything in ACT! in any field
Lookup by adding to or narrowing -- 4:38 Create combined lookups
Lookup Previous -- 1:22 New feature in ACT! 2009
Lookup by Annual Event -- 5:39 Find ACT ! Contact by birthday, anniversary or any annual event
Lookup by Contact Activity -- 2:55 Eliminate old records or reactivate dormant contacts
Lookup by Keyword -- 3:02 Cannot remember anything about the contact? Try this.
Scheduling Basics
Schedule a Phone Call -- 8:24 First step in making ACT! work for you
Starting your day in the Task List -- 4:19 Plan your work, work your plan in the Task List
Clearing Alarms -- 1:53 The options for dealing with alarms
Clearing Activities -- 2:05 Document what you have done properly
Scheduling Recurring Activities -- 3:10 Get that weekly sales meeting into ACT!
Scheduling with Multiple Contacts -- 2:34 Setup the meeting with all the players
Creating and scheduling an activity series -- 8:17 Automate your scheduling with pre-built activity series
Timing Scheduled calls -- 4:32 Track the amount of time on calls
Viewing the Mini-calendar -- 1:49 A hidden tool that you should try
Two crucial Scheduling Preference Settings -- 2:26 Always add these to you ACT preferences
Outlook Integration
Importing Outlook Contacts -- 6:07 Get your Outlook contacts into ACT
Outlook to ACT! email options -- 5:27 Set you email options properly
Sending Email via Outlook -- 2:40 Sending options
Outlook Calendar Integration -- 4:36 Combine your calendars properly
Creating A Sales Opportunity -- 6:57 Basics of how sales opportunies work
Database Care and Feeding
Backing Up your database -- 4:12 Cannot do this too often!
Maintenance and Purging the database -- 3:12 Every 30 days run this
Deleting and restoring a database -- 2:00 The way to eliminate a database and restore a backup
Making an empty copy of the Demonstration database -- 2:51 You might like this layout and structure so much you want it for your real database
Company Records
Creating a Company Record from a Contact -- 3:51 Easy way to start adding companies
Company Records Stuff you need to know -- 5:34 An Overview of why and how to use company records
Adding Divisions to a Company -- 1:44 Add multiple levels to a company
Linking a Contact to a Company -- 1:54 The different ways to link
Static Or Dynamic Company Linking -- 5:02 Create a formula to link contacts to companies
PotPourri
Creating a Contact from an Existing Record -- 1:48 Fastest way to enter multiple contacts
Creating-Promoting Secondary Contacts -- 3:31 When and why to enter a secondary contact
Working in the List View -- 7:40 A different way to work in ACT!
Working in the ACT! Calendars -- 4:08 Filtering, printing and editing activities from the calendar
Customizing the View Bar -- 1:49 Choose what and how you want the view bar displayed
Converting 6.0 ACT databases -- 5:06 For the hold-outs who have finally decided to upgrade
Converting 6.0 Layouts and Templates -- 2:30 Other things you can convert
Groups
Groups Records Overview -- 5:10 How to use groups, creating a new group
Group Creation using a Yes-No Field -- 3:27 Using a field to automatically add contacts to a group
PotPourri
Creating a Contact from an Existing Record -- 1:48 Fastest way to enter multiple contacts
Creating-Promoting Secondary Contacts -- 3:31 When and why to enter a secondary contact
Working in the List View -- 7:40 A different way to work in ACT!
Working in the ACT! Calendars -- 4:08 Filtering, printing and editing activities from the calendar
Customizing the View Bar -- 1:49 Choose what and how you want the view bar displayed
Converting 6.0 ACT databases -- 5:06 For the hold-outs who have finally decided to upgrade
Converting 6.0 Layouts and Templates -- 2:30 Other things you can convert
BACK
CD 2 -- Advanced and Premium Lessons
Communications
Modifying the Letter Template -- 6:14 Make the letter template your own
Mail Merging Documents -- 4:50 Creating merge templates
Email merging with a web link -- 6:40 A feature of ACT! that no one knows about
Mail Merge to a Lookup, Group or Company -- 2:09 Choosing who to send your documents templates to
Writing a Letter and History Options -- 3:45 How to save letters you create
Advanced Scheduling
Creating a custom activity -- 2:54 Add your own activity types
Granting Calendar Access -- 1:43 Share your calendar and let other schedule on your behalf
Adding a Resource for Scheduling -- 0:57 Premium users can schedule a conference room
Field Triggers for applying an activity series -- 3:09 Automate your activity processes
Modifying the Database Structure
Modifying a User field and the Layout -- 14:56 Add a new filed to the database, change the layout
Adding a photo field -- 5:29 Tricky one!
Adding a custom command to a menu -- 6:26 Handy when you know
Dashboard Lessons
Dashboard Overview -- 4:04 Why use the dashboard and how to filter
Customizing the dashboard -- 5:05 Create your own view of the ACT! world-sales manager special
Working with Reports
Reports overview and adding a report to the menu -- 10.30 Which report to run and when, adding a favorite to the menu
Modifying the Phone list Report -- 6:03 Basic report customization
Synchronizing with ACT!
Setting up a Synching database -- 10:26 Connect your laptop to your desktop or remote sales team
PDA synchronization -- 1:56 Connect to Palm, Blackberry or Windows Mobile
Premium Version Topics
Creating teams for limited access -- 6:28 Determine who sees what records
Scheduling Resources/Teams with Invitations -- 3:03 Use ACT! to pick the open time for the big meeting
Dealing with Received Invitations -- 9:07 Using ACT! invitations
Setting field level security -- 8:09 Who can change which fields?
Potpourri
Opening a map to the contact, saving to the record -- 1:56 See where your client work or lives
Repairing your database with ACTDIAG -- 3:27 Basic ACT! database repair
Scanning for Duplicates and combining -- 5:25 One by one duplicate merging
Simple data export to Excel -- 2:11 Send the fields you want to Excel
Importing contacts with long notes -- 3:08 Mapping an import correctly
Simple data import from Excel -- 11:08 Determine the fields you need to import Excel data
BACK
|
