This comprehensive course is designed to provide students with the skills necessary to utilize most of the fundamental features within ACT! 2000. an existing database and become familiar with the ACT! environment, create and edit a database, locate contact records by using the Lookup feature and the Contact List window, organize and manage contact records by creating groups, schedule and manage activities, notes, schedule and manage activities by using the calendar windows and the Task List window, and create, edit, and much more!

The Basics

  • What's Contact Management Software?

  • Starting ACT!

  • The QuickStart Wizard

  • Login

  • Windows Screen Elements

  • The Mouse

  • Using the Menu and Function Keys

  • ng a Database

  • Act! Screen Elements

  • Contact Record Basics

  • Browsing Records

Schedule Your Day

  • Locating Contacts

  • Lookup Variations

  • The Contact List

  • Taking Notes

  • History

  • Activities

  • Alarms

  • Responding to an Alarm

  • Recurring Activities

  • The Task List

  • Using the Calendar

  • Scheduling Activities using the Calendar

  • Printing the Calendar

  • Modifying Activities

  • Clearing Activities

  • Inserting a Contact Record

Getting It On Paper

  • Creating Letters, Memos and Faxes

  • Saving Documents

  • Printing Documents

  • ACT! Reports

  • The Anatomy of an ACT! Report

  • Which Report Do I Want?

Beyond the Basics

  • Sales Opportunities

  • Groups

  • Word Processing

  • Backup

  • SideACT!

  • Quick and Easy Exit

Creating a Database

Scheduling Activities for Other Users

Using E-mail in ACT!

Controlling Display of Cleared Activities

 

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