Computer Training

Act! Introduction

Course Length: 1 Day

Course Prerequisites

  • Required: Knowledge of Windows Introduction topics and ability to use keyboard and mouse.

Course Description

  • Topics include: creating a contact database, locating and organizing contacts, working with calendars and activities, organizing sales opportunities and contact activity, and creating word processor documents.

Detailed List of Topics

Overview of ACT!

  • Viewing and 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

Organizing Contacts

  • Categorizing Contacts
  • Grouping Contacts
  • Managing Contact Groups

Working with Calendars and Activities

  • Working with Calendar Views
  • Scheduling Activities
  • Working in Task List View
  • Managing Activities

Organizing Sales Opportunities and Contact Activity

  • Creating Sales Opportunities
  • Looking Up Contact Activity
  • Looking Up Annual Events
  • Using SideACT! to Manage Notes and Activities

Creating Word Processor Documents

  • Creating a Letter
  • Formatting Documents
  • Viewing Other Templates
  • Working with the Library Tab