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