Introduction to ACT - Course Agenda

Part 1 ––4 hours
Working with Contacts

The ACT! Interface

• Identifying Key Elements of the ACT! Interface

Launching ACT!'s Views

• Setting View Bar Options

Launching Contact View Tabs

• Launching the Contact View Tab

The My Record

• Find and Correct the My Record

Creating & Deleting Contacts

• Inserting a Contact
• Duplicating a Contact
• Deleting Contacts

Understanding Names & Salutations

• Specifying a Contact's First & Last Names
• Setting Names Preferences

Entering Notes for a Contact

• Inserting a Note for a Contact

Attaching Files to a Contact

• Attaching a File to a Contact Record

Basic Lookups

Simple Lookups

• Looking Up All Contacts
• Looking Up on Basic Fields
• Looking Up on Other Fields

Looking Up Empty/Non-Empty Fields

• Looking up Empty Fields
• Looking Up Non-Empty Fields

Replacing/Adding/Narrowing Lookups

• Replacing a Lookup
• Adding to a Lookup
• Narrowing a Lookup

Annual Events Lookups

• Looking Up Annual Events

Contact Activity Lookups

• Looking Up Modified Contacts

Keyword Searches

• Searching for a Specific Keyword
• Keyword Searching Email Addresses

Lookups By Example

• Searching for a Field Value
• Searching for Multiple Field Values
• Using Query Operators in a Lookup By Example

Mass Updating Fields

Changing the Value of a Field for Multiple Contacts

• Swapping Fields
• Copying Fields

Manipulating List Views

Contact List View Basics

• Launching the Contact List View
• Sorting Contacts

Customizing the Contact List View

• Adding Columns
• Removing Columns
• Rearranging Columns
• Splitting the Contact List View

The Edit Mode

• Switching to the Edit Mode
• Using the Edit Mode

The Tag Mode

• Switching to the Tag Mode
• Building a Lookup in the Tag Mode
• Refining a Lookup in the Tag Mode

Scheduling Activities

Navigating the Calendar Views

• Viewing the Daily Calendar
• Viewing the Weekly Calendar
• Viewing the Monthly Calendar
• Using the Mini Calendar
• Filtering the Calendar

Scheduling Activities

• Scheduling an Activity
• Editing an Existing Activity
• Rescheduling an Activity

Completing Activities

• Clearing an Activity
• Erasing an Activity
• Recording a History of an Unscheduled Activity

Using the Task List

• Editing Activities in the Task List
• Sorting the Task List
• Changing Task List Columns

Part 2 –– 4 hours
Sales/ Opportunities

Adding Opportunities

• Entering a New Opportunity
• Editing an Existing Opportunity

Completing an Opportunity

• Completing an Opportunity
• Deleting an Opportunity

Viewing Opportunities

• Viewing Opportunities for a Contact
• Viewing Opportunities for a Group of Contacts

Managing the Sales Process

• Modifying Sales Stages
• Looking Up Contacts by Sales Stage

Running Sales Reports

• Running Sales/Opportunity Reports
• Filtering Opportunity Reports
• Running Sales Graphs
  Running Sales Pipeline

Advanced Scheduling

Working with Multiple Activities

• Scheduling an Activity for Multiple Contacts
• Scheduling a Recurring Activity

Scheduling an Activity Series

• Creating an Activity Series
• Editing an Activity Series
• Scheduling an Activity Series

Writing Letters

Setting Letter Preferences

• Setting Word Processor Preferences
  Writing a Template-Based Letter
• Writing Letters, Memos, and Fax Cover Pages
• Writing Other Template-Based Letters
• Creating a History of a Letter Sent

Creating Document Templates

• Creating a Document Template from Scratch
• Editing Existing Document Templates

Mail Merging

Preparing for a Mail Merge

• Determining the Recipients
• Ensuring Good & Complete Data

Sending a Mail Merge

• Using the Mail Merge Wizard
• Printing Letters & Creating a Letter Sent History
  Printing Envelopes
• Printing Standard Envelopes
• Creating Envelope Templates
• Editing Envelope Templates
  Printing Labels
• Printing Standard Avery Labels
• Creating Non-Standard Label Templates

Viewing & Composing Email

Setting Email Preferences

• Setting Email Preferences
  Viewing Email in ACT!
• Checking Your Messages
  Composing an Email in ACT!
• Composing a Message to an ACT! Contact

Writing Reports

Writing Reports

• Writing a Contact Report
• Writing a Notes/History Report
• Writing an Activities/Time Spent Report

Filtering a Report

• Filtering an Activities Report
• Filtering a Notes/History Report

Using Groups

Creating Groups

• Creating a Group
• Creating a Subgroup
• Deleting Groups or Subgroups
• Renaming an Existing Group

Changing Group Membership

• Adding Contacts to a Group
• Removing Contacts from a Group
• Adding the current lookup to a Group
• Changing Group Membership in the Contact View

Looking Up Contacts in a Group

• Looking Up Group Members from the Contact View
• Viewing Group Members in the Groups View