Course Details
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.