Description:
This ILT Series course, rated 4.9/5.0 in overall quality by ProCert Labs, builds on the concepts and skills taught in ACT! 2007: Basic. Students will perform advanced lookups and queries, work with document and e-mail templates, and perform mail merges. They will also learn advanced document and file management techniques, and they will use the Task List to create and customize activities and resources. Finally, students will learn about calendar access settings, and they will create opportunities, write quotes, and work with product lists.
Outline:
- Unit 1: Advanced queries and lookups
- Topic A: Advanced queries
- Topic B: Lookups by example
- Topic C: Company lookups
- Topic D: Group lookups
- Topic E: Opportunity lookups
- Topic F: Other lookups
- Unit 2: Mail merge
- Topic A: Document templates
- Topic B: Personalizing document templates
- Topic C: Performing a mail merge
- Unit 3: Document and file management
- Topic A: The Documents tab
- Topic B: File attachments
- Unit 4: Mass e-mail messages
- Topic A: E-mail templates
- Topic B: Mass e-mail merges
- Unit 5: Advanced activities
- Topic A: The Task List
- Topic B: Activity types and priorities
- Topic C: Resources
- Topic D: Multiple activities
- Topic E: Scheduling an activity series
- Topic F: ACT! and Outlook activities
- Unit 6: Calendar settings
- Topic A: Workgroup calendar features
- Topic B: Calendar and scheduling preferences
- Topic C: Printing a calendar
- Unit 7: Opportunity management
- Topic A: Viewing opportunities
- Topic B: Adding and removing opportunities
- Topic C: Quotes
- Topic D: Exporting opportunities to Excel
- Topic E: The opportunity process
- Topic F: Maintaining a product list