ACT Level 1- Everything You Need to Know About How to Use ACT!

Course Specifications

Course number: ACT13-101
Course length: 1.0 day(s)

Course Description

Business contacts and information need to be properly maintained so that you can access or modify them whenever required. ACT! is a contact management system that will help you work with your business contacts, manage events, track related communications, and enhance your business relationships significantly.

Prerequisites:

To ensure your success, it is required that you have basic PC skills and an understanding of Microsoft® Windows®.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

  • explore ACT!
  • create and manage a contact database
  • organize contacts
  • work with calendars and activities
  • organize sales opportunities
  • use the ACT! word processor to create documents you can use to communicate with contacts

Course Content

Lesson 1: Exploring ACT!

  • Topic 1A: Explore and Navigate the ACT! Interface
  • Topic 1B: Access ACT! Help

Lesson 2: Managing a Contact Database

  • Topic 2A: Create a Contact Database
  • Topic 2B: Add Contacts to a Contact Database
  • Topic 2C: Lookup Contacts in a Database
  • Topic 2D: Universal Search
  • Topic 2E: Scratch Pad
  • Topic 2F: Edit Contacts
  • Topic 2G: Sort Contacts
  • Topic 2H: Print an Address Book
  • Topic 2I: Generate Contact Reports

Lesson 3: Organizing Contacts

  • Topic 3A: Create Companies from Contacts
  • Topic 3B: Group Contacts
  • Topic 3C: Manage Contact Groups
  • Topic 3D: Generate Group Reports

Lesson 4: Working with Calendars

  • Topic 4A: Work with Calendar Views
  • Topic 4B: Schedule Activities
  • Topic 4C: Manage Activities
  • Topic 4D: Look Up Annual Events
  • Topic 4E: Work in the Task List View
  • Topic 4F: Print a Calendar

Lesson 5: Organizing Sales Opportunities

  • Topic 5A: Create Sales Opportunities
  • Topic 5B: Assign Multiple Contacts to an Opportunity
  • Topic 5C: Look Up Contact Activity

Lesson 6: Working with the Word Processor

  • Topic 6A: Create a Document
  • Topic 6B: Edit a Document
  • Topic 6C: Format a Document
  • Topic 6D: Check Spelling
  • Topic 6E: Attach Documents