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Welcome to Insight

Delivering private IT training from businesses,
public sector and voluntary organisations

Act! Level 1

< Back to Insight IT Training | Contact Management

Course Details

act

Course Duration – One day

Course Objectives

You will use Act! to create a new database, to which you will add contacts. You will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents. You will then create sales opportunities for contacts and schedule annual events.

Course Content

Exploring ACT!

  • Explore the ACT! Interface
  • Access ACT! Help

Managing a Contact Database

  • Create a Contact Database
  • Add Contacts to a Contact Database
  • Locate Contacts in a Database
  • Edit Contacts
  • Sort Contacts
  • Print an Address Book
  • Generate Contact Reports

Organizing Contacts

  • Create Companies from Contacts
  • Group Contacts
  • Manage Contact Groups
  • Generate Group Reports

Working with Calendars

  • Work with Calendar Views
  • Schedule Activities
  • Manage Activities
  • Look Up Annual Events
  • Work in the Task List View
  • Print a Calendar

Organizing Sales Opportunities

  • Create Sales Opportunities
  • Assign Multiple Contacts to an Opportunity
  • Look Up Contact Activity

Working with the Word Processor

  • Create a Document
  • Edit a Document
  • Format a Document
  • Check Spelling
  • Attach Documents

Prerequisites

There are no prerequisites for this course.

Contact Us

Interested in our service? Then get in touch today with Insight IT to see how we can tailor your training to suit your needs.

Call us on: 08452 306 099 or contact us online here.