Description:
This ILT Series course, rated 4.9/5.0 in overall quality by ProCert Labs, teaches the basic features and functions of ACT! 2007. Students will learn how to create and edit records for contacts, companies, and groups. They will also learn how to perform lookups to locate records that meet specified criteria. Students will use the calendar to schedule activities, and they will work with letter-writing, e-mail, and printing features to correspond with contacts. Finally, students will attach Web pages to contact records and use the Web to generate maps and driving directions.
Outline:
- Unit 1: Getting started
- Topic A: Introducing ACT!
- Topic B: Navigation
- Topic C: Closing databases
- Unit 2: Working with contacts
- Topic A: My Record
- Topic B: Creating and deleting contacts
- Topic C: Secondary contacts
- Topic D: Names and salutations
- Topic E: Inserting notes
- Topic F: Attaching files to a contact
- Unit 3: Companies and divisions
- Topic A: Adding and removing companies
- Topic B: Managing companies
- Topic C: Managing divisions
- Unit 4: Simple lookups
- Topic A: Performing simple lookups
- Topic B: Special lookups
- Topic C: Modifying lookups
- Topic D: Keyword searches
- Unit 5: Contact List view
- Topic A: Using Contact List view
- Topic B: Lookups in Contact List view
- Topic C: Customizing Contact List view
- Topic D: Integrating Microsoft Excel
- Unit 6: Groups
- Topic A: Creating and deleting groups
- Topic B: Changing group membership
- Topic C: Working with groups
- Unit 7: Activities
- Topic A: Calendar views
- Topic B: Scheduling activities
- Topic C: Completing activities
- Unit 8: Letters
- Topic A: Letter preferences
- Topic B: Template-based letters
- Topic C: Envelopes
- Topic D: Labels
- Unit 9: E-mail with Outlook
- Topic A: E-mail preferences
- Topic B: Composing e-mail messages in ACT!
- Topic C: Recording e-mail histories
- Unit 10: ACT! and the Internet
- Topic A: Web integration
- Topic B: Maps and driving directions
- Unit 11: Reports
- Topic A: Contact reports
- Topic B: Group and company reports
- Topic C: Opportunity reports
- Topic D: Printing an address book