Act! Level One Course Outline
Aims of the One-Day Course
This introductory course is suitable for new users who need to learn
the basics about Act! The course is 100% hands-on, with exercises to help
the trainees practice the new skills they learn.
Course Content
- Getting Started
- An overview of Act!
- Viewing & Editing Contact Database Records
- Creating a Contact Database
- Creating a Contact Database
- Editing a Contact Database
- Printing an Address Book
- Locating Contacts
- Finding Contacts
- Viewing Contacts
- Sorting Contacts
- Organising Contacts
- Categorising Contacts
- Grouping Contacts
- Managing Contact Groups
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- Working with Calendars and Activities
- Working with Calendar Views
- Scheduling Activities
- Working in Task List View
- Managing Activities
- Organising Sales Opportunities and Contact Activity
- Creating Sales Opportunities
- Looking Up Contact Activity
- Looking Up Annual Events
- Using SideACT! to Manage Notes & Activities
- Creating Word Processor Documents
- Creating a Letter
- Formatting Documents
- Viewing Other Templates
- Working with the Library Tab
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Prerequisites
No previous experience of using Act! is necessary, although keyboard
and mouse experience is assumed. Familiarity with the use of Windows software
is essential.
Course Duration
Six hours (9.30am to 12.30pm and 1.30pm to 4.30pm).
Next Course
Act! Advanced
Prices
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