KnowledgeAir

 
  • Increase font size
  • Default font size
  • Decrease font size

ACT! Level 1


Hours: 8

Short Description:

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.


Course Outline:


Lesson 1

Exploring ACT!
Explore the ACT! Interface
Use ACT! Help

Lesson 2

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 Reports

Lesson 3

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

Lesson 4

Working with Calendars and Activities
Work with Calendar Views
Schedule Activities
Manage Activities
Work in the Task List View
Print a Calendar

Lesson 5

Organizing Sales Opportunities and Contact Activity
Create Sales Opportunities
Look Up Contact Activity
Look Up Annual Events

Lesson 6

Working with a Word Processor
Create a Document
Edit an Existing Document
Format a Document
Check Spelling
Attach Documents