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Entire Set of Training Modules

Price: $149.99
Availability: in stock

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.