Act! Training Library | Act Today CRM Consultants - Act Today Act! Training Library | Act Today CRM Consultants - Act Today

Act! Training Library

Welcome to our Act! library. Navigate this library at your own pace, viewing the video tutorials below to learn all about Act!.

Working with Contacts

Play Navigating the Workspace – (3:02)

Play Using the Setup Assistant – (8:28)

Play Discovering the Basics – (4:14)

Play Notes, History, Documents & Web Info – (6:32)

Play Performing Lookups – (5:38)

Play Creating Lookups from the Universal Search – (1:39)

Scheduling Your Day

Play Scheduling Activities- (5:46)

Play Rescheduling Activities – (1:59)

Working with Email

Play Setting Up Email – (3:33)

Play Configuring Outlook Integration – (3:34)

Play Using Outlook Integration – (3:42)

Play Contact Synchronisation – (4:31)

Play Calendar Synchronisation – (4:28)

Writing in Act!

Play Creating a Letter – (5:17)

Play Printing Documents – (2:54)

Play Performing a Mail Merge – (3:48)

Opportunities

Play Creating Opportunities — (8:22)

Smart Tasks

Play Understanding Smart Tasks — (4:56)

Play Creating a Smart Task — (8:58)

Play Running a Smart Task — (5:13)

Reports

Play Running Reports — (4:22)

Play Modify Existing Reports — (4:06)

Play Creating Report Templates — (5:48)

Dashboards

Play Exploring the Dashboard — (3:58)

Groups and Companies

Play About Groups — (2:59)

Play About Companies — (2:58)

Play Creating Companies — (2:36)

Play Creating Groups and Companies — (5:31)

Importing Data

Play Performing a Typical Import – (5:11)

Play Importing Contacts – (3:03)

Managing Data

Play Managing Duplicate Records – (6:42)

Play Updating Multiple Records – (2:49)

Play Advanced Queries – (5:54)

Web Topics

Play Web: Navigating the Workspace – (3:06)

Play Web: Finding Information – (2:12)

Play Web: Activities – (3:02)

Play Web: Groups — (2:48)

Play Web: Companies – (2:51)

Play Web: Opportunities – (2:46)

Play Web: Outlook Integration – (3:36)

Database Maintenance

Play Backing Up the Database – (4:18)

SPEAK TO AN ACT! SPECIALIST in Australia 1300 362 046

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