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| ACT! – Level 1 and 2 |
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| Software Version |
ACT! 2007 |
| Course Duration |
1 Day for each Level and 2 Days for the complete course |
| Course Type |
Class Room and Instructor-Led On-Line (E-Learning) Hands-On Training |
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| Course Overview |
In business, you may tend to possess a lot of information about your contacts. Business contacts and related information need to be properly maintained so that you can access or modify them whenever required. ACT! is a contact management system to work with your business contacts, manage events, track relevant communications, and enhance your business relationships significantly. |
| Intended Audience for this course |
This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities and those who want to use this software for their day to day business needs. |
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| Course Topics |
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| Level 1 - 1 Day |
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| Lesson 1: Overview of ACT! |
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- Starting ACT!
- Observing a Contact Database
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| Lesson 2: Creating a Contact Database |
- Creating a Contact Database
- Editing a Contact Database
- Printing an Address Book
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| Lesson 3: Locating Contacts |
- Finding Contacts
- Viewing Contacts
- Sorting Contacts
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| Lesson 4: Organizing Contacts |
- Categorizing Contacts
- Grouping Contacts
- Managing Contact Groups
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| Lesson 5: Scheduling Activities |
- Scheduling Activities in the Contacts Window
- Managing Activities
- Scheduling Recurring Activities
- Creating Sales Opportunities
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| Lesson 6: Working with Activities in Other ACT! Windows |
- Working in the Calendar Windows
- Working in the Task List Window
- Using SideACT! to Manage Notes and Activities
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| Lesson 7: Creating Documents with the Word Processor |
- Creating a Letter
- Formatting Documents
- Viewing Other Templates
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| Level 2 - 1 Day |
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| Lesson 1: Customizing the ACT! 2008 Environment |
Topic 1A: Specify Startup Preferences
Topic 1B: Customize Fields in a Database
Topic 1C: Customize Layouts
Topic 1D: Customize the Dashboard
Topic 1E: Modify Menus and Keyboard Shortcuts
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| Lesson 2: Creating Queries |
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| Lesson 3: Exchanging Data |
Topic 3A: Import Data
Topic 3B: Export Data
Topic 3C: Transfer Data to a Pocket PC
Topic 3D: Working with a Remote Database
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| Lesson 4: Using the Mail Merge Feature |
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| Lesson 5: Working with Report Templates |
Topic 5A: Generate Reports Using a Standard Report Template
Topic 5B: Generate Reports Using a Custom Report Template
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| Lesson 6: Administering the ACT! 2008 Database |
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| Lesson 7: Using the Internet and Email Features of ACT! 2008 |
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Topic 7A: Create Web Page Attachments
Topic 7B: Generate Maps and Driving Directions
Topic 7C: Integrate ACT! 2008 with Email Applications
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