|
ACT!
Training Courses
ACT!
6- Basic - 2000
Course Length: One day
Overview
ACT! - Basic - iTeach You Learn training course introduces
students to the fundamental features of ACT!.
Target
Student
The course is for delegates, staff, business owners who are
seek training to implement an ACT! CRM system for their business
or work place. The course is designed to get the most out
of your investment in ACT! CRM
Course
Objectives
Students delegates will learn how to navigate a database,
locate records, create and delete contacts, work with company
records, perform lookups and searches, use Contact List view,
work with groups, and schedule activities. After the completion
of this course you will know how to use ACT! confidently on
a day to day basics.
Course
Prerequisites
Delegates should be familiar with basic PC computer skills
in Windows 2000 / XP. Have experience in launching an application
saving files, creating folders and copying files
Table
of Contents
Unit 1: Introducing ACT! 2000
Topic A: Starting ACT! 2000
A-1: Starting ACT! 2000
Topic B: Exploring a contact database
B-1: Opening a contact database
B-2: Examining the Contacts window
B-3: Navigating within a database
B-4: Observing the database in different layouts
Topic C: Using Help in ACT! 2000
C-1: Using the Contents tab
C-2: Using the Index tab
C-3: Using the Find tab
Unit 2: Maintaining a contact database
Topic A: Creating a new database
A-1: Creating a contact database
A-2: Adding a contact record
Topic B: Editing a contact database
B-1: Editing a contact record
B-2: Editing a drop-down list
B-3: Deleting a contact record
B-4: Printing an address book for contacts
Unit 3: Finding contacts
Topic A: Viewing contacts in the Contact List window
A-1: Viewing records in the Contact List window
A-2: Editing a record in the Contact List window
Topic B: Searching for contacts
B-1: Looking up a record in the Contacts window
B-2: Looking up records in the Contact List window
B-3: Using keyword to lookup contacts
B-4: Using multiple criteria to find contacts
Topic C: Sorting contacts
C-1: Sorting records based on a criterion
C-2: Sorting records based on multiple criteria
Unit 4: Grouping contacts
Topic A: Viewing group information
A-1: Viewing contacts in a group
Topic B: Creating new groups
B-1: Creating a group
B-2: Adding contacts to a group
B-3: Adding a subgroup to a group
B-4: Adding a new contact to a group
B-5: Locating a group
Topic C: Managing groups
C-1: Adding a note for a group
C-2: Attaching a file to a group record
C-3: Deleting a group
Unit 5: Managing activities
Topic A: Scheduling activities
A-1: Scheduling an activity in the Contacts window
A-2: Rescheduling an activity
A-3: Scheduling a recurring activity
Topic B: Managing activities
B-1: Modifying an activity
B-2: Clearing an activity
B-3: Maintaining history of a cleared activity
Topic C: Creating a sales opportunity
C-1: Creating a sales opportunity
C-2: Changing a sales opportunity
C-3: Closing a sales opportunity
Unit 6: Working with other ACT! Windows
Topic A: Using calendar windows
A-1: Navigating between calendar windows
A-2: Scheduling an activity in the Calendar window
A-3: Setting scheduling preferences in the Calendar window
A-4: Printing a calendar
Topic B: Working in the Task List window
B-1: Scheduling an activity in the Task List window
B-2: Rescheduling an activity
B-3: Clearing an activity
Topic C: Managing activities by using SideACT!
C-1: Examining the SideACT! window
C-2: Adding information to SideACT!
C-3: Changing the order of an activity
C-4: Moving items from SideACT! to ACT!
C-5: Deleting items from SideACT!
Unit 7: Creating documents using the ACT! word processor
Topic A: Creating documents
A-1: Creating and saving a letter using the word processor
A-2: Navigating in the document
Topic B: Editing documents
B-1: Inserting and deleting text in a document
B-2: Using the Find and Replace command to edit a document
Topic C: Formatting documents
C-1: Formatting text in a document
C-2: Aligning text in a document
C-3: Indenting a paragraph
Topic D: Formatting page layouts and printing documents
D-1: Inserting a page break in a document
D-2: Creating a header and footer in a document
D-3: Printing a document
|
