Get yourself up and running in ACT and save $75 by purchasing the entire set of training modules. It's like getting 5 modules for free!
Chapter 1 - ACT! Overview:Introduction to ACT! screen lays out and the logic behind the Navigation bar, tabs and the toolbars.
Chapter 2 - New Database and My Record:Create a new database and manage the "My Record".
Chapter 3 - Managing Contacts:Add, duplicate and delete primary and secondary contacts.
Chapter 4 - Manage Notes, History & Attachments:Manage notes, histories (completed events) and attach documents to contact records.
Chapter 5 - Contact Lookups:Find your contacts in the database by many methods including keywords, annual events, multiple criteria and narrowing lookups.
Chapter 6 - Managing Contact List:Manage multiple contacts in the contact list view.Export the Contact List to Excel.
Chapter 7 - Managing Calendar:Use the calendar and task list to schedule and complete activities.
Chapter 8 - Managing Opportunities:Manage your pipeline and share sales reports with management.
Chapter 9 - Executing Mail-Merge:Integrate ACT! and Word to print form letters to one or more contacts. Learn how to print address labels.
Chapter 10 - Integrating ACT! & E-Mail:Integrate ACT! and Outlook to send E-Mail from contacts in ACT! and still harness the ease of use of Outlook.
Chapter 11 - Managing Groups:Add, delete and promote groups and subgroups. Learn the different techniques to add or remove contacts from groups based on contact field values or opportunities they may have.
Chapter 12 - Managing Companies:Work with company records to manage multiple contacts at the same organization.
Chapter 13 - Sharing ACT! & Outlook Calendars:Synchronize the ACT! & Outlook calendars.
Chapter 14 - Database Administration:Learn some basic administration skills to make easier data entry processes. Customize drop-downs, backup and restoring your database, and manage users, teams and password policy.
Chapter 15 - Running Reports:Run the various ACT reports.