ACT! 2007 Software Basic Training Course
This is a one day course designed to introduce the ACT! Professional user to its basic functions. By the end of this course, delegates can expect to be able to use ACT! Professional basic functions confidently on a day to day basis.
9:30 - 1:00
Familiarisation of ACT! 2007 Software
- Screen Views
- Toolbars
- Tabs
- Filtering
- Column Headings
- Menus
- Icons
- Dropdown Menu's
- Groups view
- Companies view
Working with contacts Within ACT! 2007 Software
- Creating new Contacts
- Duplicating of Contacts
- Editing existing contact information
- Deleting Contacts
- Entering Notes
- Entering History
- Attaching Documents and Files to History
- Scheduling activities with contacts
Working with activities in ACT! 2007
- Viewing and filtering activities in the contact view
- Viewing and filtering activities in the task list view
- Viewing and filtering activities in the calendars
- Clearing activities in all three views
Introduction to Sales Opportunities In ACT! 2007 Software
- Creating a new opportunity
- Editing opportunities
- Closing a sale won or lost
- Running basic opportunity report
1:45 - 4:30
Using the contact list Within ACT! Software
- Changing the view of the contact list
- Finding contacts with the contact list
- To enable the Tag mode in the contact list
- Editing contact information in the contact list
Searching the ACT! Database
- Using the look-up menu to search for contacts
- Adding to look-ups
- Narrowing Look-ups
- Key-word search
Introduction to mail merging From ACT!
- Writing a letter, fax or memo to a contact through ACT!
- Mail merging to a look-up
- Printing labels and envelopes through ACT
Introduction to e-mailing Within ACT! 2007 Software
- Sending an e-mail to a contact
- Attaching e-mails to the contact notes
- Viewing e-mails through ACT!
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