The ACT! Essentials Course is a full day course using the latest version* of ACT! that covers all the basic functions of ACT! as well as demonstrates the concepts of Customer Relationship Management (CRM) and how you can achieve these using ACT!.

If you feel that you are comfortable with the topics covered in the ACT! Essentials Course, please contact us to discuss Advanced ACT! training options including Administrator training.

Audience

This course is designed for individuals who have never previously used ACT! and/or current ACT! users who have never received formal ACT! training. The course is also ideal for anyone who would like to get more out of ACT! and improve their day to day productivity.

Pre-Requisites

There is a lot of information to be covered in a one day course so an understanding of Basic Windows operations is required.

Duration

This is a one day course starting at 9am and finishing at 4pm.

Cost

$350 ex GST per person includes lunch & refreshments and a comprehensive ACT! Manual.

Register for an ACT! Essentials Course

Course Outline

The Basics
What's Contact Management Software?
Starting ACT!
Opening a Database
ACT! Screen Elements
The Navigation Bar Menu
Toolbar Buttons
Layouts

Working Your Contacts
Contact Record Basics
Inserting a New Contact Record
Detail & List Views
Locating Contacts
Secondary Contacts
Attachments
Web Info

Lookups & Queries
The Lookup Menu
Lookup Variations
Add/Narrow Lookups
Keyword Searches
Lookup annual Events
Lookup Any Fields
Tag Mode
Lookup & Omit Tagged Records
Printing Lookups
Lookup Secondary contacts
Promotin from Within

Working Your Schedule
Activities
Calls, Meetings, To-Dos
Scheduling Activities using Calendar
Sharing Outlook and ACT! Activities
Calendar vs. Task List
The Task List
Clearing Activities
Taking Notes
Invitations
Modifying Scheduled Activities
Recording an Unscheduled Activity
Scheduling for Multiple Contacts
Scheduling-Recurring Activities
Alarms
Displaying Other User's Activities
Printing the Calendar

Getting It On Paper
Creating Letters, Memos, Fax Cover Pages
Printing Documents
Saving Documents
Creating Templates
Merging a Template with a Lookup
Choosing a Word Processor
Envelopes & Mailing Labels
ACT! Reports

Working With E-Mail
ACT! Email Integration
Sending Emails
Using ACT! & Outlook
Creating a contact from an Email
Attach an Email to a Contact
Creating an Email Template
E-Mail Merge

Working with Groups & Companies
About Groups & Companies
Displaying a Group Lookup
Manually Addins a Contact to a Group
Creating & Populating a Group or Company
Adding Multiple Contacts to a Group/Company
Linking Contacts to Companies
Create a Contact from a Company
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, Histories
Changing Companies
Filtering Tabs
Lookup Companies, or Groups

Working with Opportunities
Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunity List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports, Pipelines & Graphs

Dashboard
Using the Dashboard