|
ACT! 6.x Course Outline
Creating a database
- My Record
- Connecting to Word and Outlook
Entering a contact record
- Entering the name properly
- Id/Status
- Adding a note / Filters
Finding Contacts
- Lookup menu
- Keyword search
Scheduling
- Calls, Meeting To-dos
- Clearing Activities
- Task List
- Calendars
- Recording an ad hoc history
- Emailing an activity
Writing a letter, email
- Mail merge
- Creating a template
- Email templates
- Printing
Reports
Entering Sales Opportunities
Setting up a network
Synching to PDA
Synching to other remote users
Synching to a 2nd computer
Backup, maintenance and restore
Questions & Answers
 BACK TO PREVIOUS PAGE
|
|
ACT! 10.x Course Outline
Getting Started
- Opening the demonstration database
- Tour of the ACT! screen
- Creating a new ACT! database
- Selecting the Layout
- Filter setting for tabs
- Create a new contact record
- Editing a field drop down list
- Editing an existing contact
- Add a note to a contact
- Preview off/on for Notes
- Creating a duplicate contact
- Create a secondary contact
- Converting ACT! 3-6 databases
Finding Contacts
- Lookup Basics
- Right-click to lookup a contact in any field
- Lookup and Narrow
- Lookup and Add to Lookup
- Lookup using keyword search
- Lookup Previous
- Lookup Annual Event
Scheduling
- Schedule a Call
- Timing a call
- Schedule a Meeting
- Schedule a Recurring Event
- Clearing a scheduled activity
- Dealing with Alarms
- Scheduling a private activity
- Schedule an Activity with Multiple contacts
- Creating an activity series
Day to Day Working in ACT!
- Starting your day with the Task List
- Ad-Hoc History recording
- Using the Mini-calendar
Company Records
- Creating Company Records from contact record
- Linking a contact to company
- Static and Dynamic linking
- Updating Linked contacts
- Adding a Division to a company
Sales Opportunities
- Creating a Sales Opportunity
E-Mail Via ACT!
- Connecting to Outlook Email
- Setting ACT! History options
Questions & Answers
BACK TO PREVIOUS PAGE
|
|
