ACT! 2000: Introduction (Day 1 of 2)

Performance Based Objectives

·         Open 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, and records by using the Activities tab and SideACT!

·         Schedule and manage activities by using the calendar windows and the Task List window.

·        Create, edit, and format a document by using the ACT! word processor.

Course Content

Lesson 1: Overview of ACT!

  • Starting ACT!

  • Observing a Contact Database

Lesson 2: Creating a Contact Database

  • Creating a Contact Database
  • Editing a Contact Database
  • Printing an Address Book

Lesson 3: Locating Contacts

  • Finding Contacts
  • Viewing Contacts
  • Sorting Contacts

Lesson 4: Organizing Contacts

  • Categorizing Contacts
  • Grouping Contacts
  • Managing Contact Groups
Lesson 5: Scheduling Activities
  • Scheduling Activities in the Contacts Window
  • Managing Activities
  • Scheduling Recurring Activities
  • Creating Sales Opportunities

Lesson 6: Working with Activities in    Other ACT! Windows

  • Working in the Calendar Windows
  • Working in the Task List Window
  • Using SideACT! to Manage Notes and Activities

Lesson 7: Creating Documents with the    Word Processor

  • Creating a Letter
  • Formatting Documents
  • Viewing Other Templates

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