| Watch this First
- A short lesson on how to use this training CD
Getting Started
- Converting existing ACT! databases to 2005/2006 --Using
the ACT! conversion wizard
- Creating a new ACT! database --How to create a new database
- Adding new users to database -- How to share the database with multiple
users
- Getting Help -- Using the ACT! help system
- Opening the demonstration database --
Opening the demonstration database to try the lessons
- Navigating in ACT! -- An overview
of the ACT! interface
- Adding a new contact record to ACT! -- Adding new contacts
- Adding a Note -- Adding notes to contacts
- Editing a Drop-down -- Adding items to field drop down lists
- Creating a Duplicate contact -- Copying an existing contact/deleting
a contact
- Scanning for Duplicate contacts -- Eliminate duplicate contact records
- Creating secondary contacts -- Adding contacts
to an existing contact
Finding Contacts
- Lookup Basics -- Finding your
contacts the easy way
- Lookup and Add to Lookup -- How to combine multiple lookups
- Lookup and Narrow -- Drill down to find the exact contacts you want
- Lookup Keyword -- Finding contacts you were sure you lost
- Lookup Any Field -- Search an field quickly
- Lookup Right-Click -- Shortcut to search
- Lookup Annual Event -- Find birth dates, anniversaries etc.
- Lookup Previous -- Toggle between contacts
Scheduling
- Schedule a Call -- How to get
on the phone with your contacts
- Schedule a Meeting -- How to get together for more business
- Schedule a Recurring Event -- Get to the sales meeting on time
- Schedule an Event -- Calendar company-wide activities
- Schedule an Activity with Multiple contacts -- Meeting with a big
group? See how to best schedule it
- Schedule a Personal Activity -- On a shared database, keep private
what should be private
- Scheduling an Activity Series -- How to apply a series of different
activities to a contact or many contacts
- Handling Alarms -- Alarms are great, if used properly
Day to Day working in ACT!
- Starting your day with the Task
List -- Check this list first everyday
- Clearing Activities -- Finish the job
and record it
Company Records
- Creating Company Records -- Link contact
to companies
- Adding a Division to a company -- Build a hierarchy
of the company
Sales Opportunities
- Creating a Sales Opportunity --
Build your pipeline
- Setting up the Sales Process-Product
& Services List -- Enter your products/services and
sales process
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|
Join the Group
- Creating a Group -- Why and How
to make a new group
- Adding a single contact to a group -- Easy contact addition to the
group
- Converting Groups to Companies -- Make companies out of groups
- Exporting Group data to Excel -- Move the
groups information to a spreadsheet
Groups and Subgroups
- Group Rules -- How ACT! can add
contacts to group automatically
- Lookup Group-Save Lookup as a Group -- Find a Group of records-create
a group from a lookup
Communications
- Create an Email message -- Modify
the email template
- Creating Document Templates -- Design
Mail merge documents
Modifying the Database Structure
- Modify a User Field and the Layout
Name -- 2 step process
- Adding Fields-Aligning-Properties Window -- Customizing the placement
of fields and objects
- Adding or Hiding Tabs -- Customize what tabs are seen
- Working with Field Types -- Understanding and using the types of fields
- Creating Drop-down lists -- Make a list to add to a field or fields
- Adding a Drop-down list to an Existing field -- Add the list to the
field
- Activating a Field Trigger -- Add an activity series to a contact
with a field change
Advanced Lookups and Queries
- Lookup by Example -- Form filling
to find contacts
- Lookup by Activity -- Find contacts with who you have activities scheduled
- Advanced Query Example -- Using logical searches
on fields
Premium Users Only!! -- Works with Premium only
- Adding Resources and Scheduling
-- Add a conference room to the schedule
- Searching Schedules for Availability -- Who can show up?
- Invitations-sending and responding -- Asking contacts to join you
- Managing Teams for Contact Access -- Which contacts can you see?
- Limited Access for New Contacts -- Default settings for remotes
- Security Settings for Premium -- Adjusting security on
a contact
Reports
- Reports in ACT! -- Standard reports
and how to run them
- Modifying a Report -- Make the report you
want
Advanced Sales Opportunity lessons
- Graphing Sales Opportunities
-- Sales Funnel and charting
- Generating a Quote -- Give them the
numbers
Potpourri
- Sharing Outlook Activities --
Update ACT! activities with Outlook and vice-versa
- Update Salutations -- Change salutations in multiple contacts
- Sorting your data -- Change the default sort order of contact records
- Creating Events -- Company-wide activities
Customizing the Desktop
- List view for printing and send
to Excel -- Adjust the list and one-click to Excel
- Setting Personal Preferences -- Customize
the way ACT! behaves for you
Advanced Activity Things
- Custom Activity Type -- Tennis
anyone?
- Customizing Priorities in Activities -- Adjust how priorities are
set
- Granting Calendar Access -- Let others schedule
for you
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