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Training Topics


Course Summary and Overview (6:42)
  • Identifying Key Elements of the ACT! Interface
  • Launching ACT!'s Views
  • Setting View Bar Options
  • Launching Contact View Tabs

Manage Contacts (14:37)
  • Add, Duplicate and Delete Contacts
  • Add, Modify and Promote Secondary Contacts

Notes, History and Attachments (27:48)
  • Add, Modify and Delete Notes
  • Add, Modify and Delete History
  • Attaching Files
  • Creating Shortcuts to Files
  • Emailing Files

Looking Up Contacts (32:52)
  • Lookup All Contacts
  • Lookup Basic Fields
  • Lookup Other Fields
  • Lookup Keywords
  • Lookup Empty Fields
  • Lookup By Example
  • Lookup By Annual Event
  • Lookup "Any" Field
  • Lookup - Add To and Narrow Lookup

Managing ACT! Calendar (42:55)
  • Viewing Calendar
  • Mini Calendar
  • Filtering Calendars
  • Managing Activities - Contact Point of View
  • Scheduling Activities
  • Clearing Activities
  • Clearing & Following Up
  • Using History & Following Up
  • Working the Calendar
  • Filtering Calendar
  • Scheduling from Calendar
  • Rescheduling Activities
  • Rescheduling using the Mini Calendar
  • Using other Views
  • Printing Calendars
  • Working Task List
  • Setting Preferences & Alarms
  • Managing Alarms
  • Roll-Over Activities
  • Advanced Scheduling
  • Recurring Activities
  • Granting Calendar Access
  • Scheduling for Others
  • Resources
  • Availability
  • Events
  • Email Activity
  • Activity Series
  • Customize Activity Types

Manage Opportunities (31:20)
  • Adding Products
  • Managing Processes
  • Adding Opportunities
  • Define Opportunity Fields
  • Editing Opportunities
  • Using Follow Up
  • Closing Opportunities
  • Opportunity List View
  • GoTo Contact
  • Using Filters
  • Customizing and Sorting Columns
  • Running Opportunity Reports
  • Exporting to Microsoft Excel
  • Built-In Reports
  • Creating Contact Lookups

Manage Groups (24:02)
  • Why Groups?
  • Creating Groups
  • Deleting Groups
  • Promoting Groups
  • Adding Current Lookup function
  • Dynamic Membership
  • Territory Management
  • Groups based on Opportunities
  • Running Group Reports and Lookups
  • Advanced Group Techniques
  • Big Picture View
  • Attaching Documents to Groups
  • Auditing Details
  • Group Notes & History
  • Project Management Techniques

Manage Company Records (13:23)
  • Why Companies?
  • Creating Companies
  • Adding Static Members
  • Dynamic Contacts
  • Updating "Linked" Contacts
  • Easy Lookups
  • Lookup Company Fields
  • Company Reports
  • Limited Access
  • Promoting or Demoting Company Records
  • Adding Company Notes
  • Adding Company History
  • Company Documents

Mail Merge (15:41)
  • Executing Mail Merge
  • Setting Preferences
  • Writing Basic Letters
  • Writing Fax Cover Pages
  • Writing Non-Generic Letters
  • Editing Fax Cover Pages
  • Creating Templates
  • Using Your Template - One Person
  • Using Your Template - Many Contacts
  • Printing Labels
  • Printing Envelopes
  • Convert Existing Documents

Integrating ACT! and Email (50:02)
  • Setup with Outlook
  • Sending Email thru ACT!
  • Managing Incoming Messages
  • Creating New Contacts from Email
  • Attaching Incoming Messages
  • Sending Email to Current Lookup
  • Email Templates
  • Broadcast Email

Copying ACT! and Outlook Calendar (4:51)

Running Reports and Dashboards (22:56)  ACT 2008 and 2009
  • Running Reports
  • Contact Reports
  • Filtering Reports
  • Notes/History Reports
  • Phone List/Export to Excel
  • Defining Filters
  • Source of Referrals
  • Group Reports
  • Company Reports
  • Opportunity Reports
  • Pivot Table Report
  • Dashboard Concept
  • What are Dashboards?
  • Running Dashboards
  • Working the Panels
  • Schedule at-a-Glance
  • Activities by User
  • Opportunity Pipeline by Status
  • Opportunities by User
  • Top 10 Opportunities
  • Closed Sales to Date
  • Customizing Dashboards
  • Layout Settings
  • Switching Dashboards
  • Setting Preferences

Database Administration (20:55)
  • Introduction to Administration
  • Customizing Salutations
  • Setting up Name Suffixes
  • Customizing ID/Status
  • Customizing Referred By
  • Customizing Other Drop-Downs
  • Database Backup
  • ACT! Scheduler
  • Restoring a Database
  • Deleting Databases
  • Adding New Users
  • Removing Users
  • Assigning Contacts to Teams
  • Manage Teams
  • Password Policy
  • Resetting Password
  • Database Check & Repair
  • ACT! Scheduler (Premium Edition Only)