Course Curriculum

WORKING WITH CONTACTS

The ACT! Interface

• Identifying Key Elements of the ACT! Interface

Launching ACT!'s Views

• Setting Navigation/View Bar Options
• Toolbar/Menus

Launching Contact View Tabs

• The My Record
• Find and Correct the My Record

Creating & Deleting Contacts

• Inserting a Contact
• Duplicating a Contact
• Deleting Contacts

Entering Notes for a Contact

• Inserting a Note for a Contact

Attaching Files to a Contact

• Attaching a File to a Contact Record

BASIC LOOKUPS

Simple Lookups

• Looking Up All Contacts
• Looking Up on Basic Fields
• Looking Up on Other Fields

Looking Up Empty/Non-Empty Fields

• Looking up Empty Fields
• Looking Up Non-Empty Fields

Replacing/Adding/Narrowing Lookups

• Replacing a Lookup
• Adding to a Lookup
• Narrowing a Lookup

Annual Events Lookups

• Looking Up Annual Events

Contact Activity Lookups

• Looking Up Modified Contacts

Keyword Searches

• Searching for a Specific Keyword
• Keyword Searching Email Addresses

Lookups By Example

• Searching for a Field Value
• Searching for Multiple Field Values

ADVANCED QUERIES

MASS UPDATING FIELDS

Changing the Value of a Field for Multiple Contacts

• Swapping Fields
• Copying Fields
• Replacing Fields

MANIPULATING LIST VIEWS

Contact List View Basics

• Launching the Contact List View
• Sorting Contacts

Customizing the Contact List View

• Adding Columns
• Removing Columns
• Rearranging Columns

The Tag Mode

• Switching to the Tag Mode
• Building a Lookup in the Tag Mode
• Refining a Lookup in the Tag Mode

SCHEDULING ACTIVITIES

Navigating the Calendar Views

• Viewing the Daily Calendar
• Viewing the Weekly Calendar
• Viewing the Monthly Calendar
• Using the Mini Calendar
• Filtering the Calendar

Scheduling Activities

• Scheduling an Activity
• Editing an Existing Activity
• Rescheduling an Activity

Completing Activities

• Clearing an Activity
• Erasing an Activity
• Recording a History of an Unscheduled Activity

Using the Task List

• Editing Activities in the Task List
• Sorting the Task List
• Changing Task List Columns

PRINT

SALES/ OPPORTUNITIES

Adding Opportunities

• Entering a New Opportunity
• Editing an Existing Opportunity

Completing an Opportunity

• Completing an Opportunity
• Deleting an Opportunity

Viewing Opportunities

• Viewing Opportunities for a Contact
• Viewing Opportunities for a Group of Contacts

Managing the Sales Process

• Modifying Sales Stages
• Looking Up Contacts by Sales Stage

Running Sales Reports

• Running Sales/Opportunity Reports
• Filtering Opportunity Reports
• Running Sales Graphs
• Running Sales Pipeline

ADVANCED SCHEDULING

Working with Multiple Activities

• Scheduling an Activity for Multiple Contacts
• Scheduling a Recurring Activity

Scheduling an Activity Series

• Creating an Activity Series
• Editing an Activity Series
• Scheduling an Activity Series

WRITING LETTERS

Setting Letter Preferences

• Setting Word Processor Preferences
• Writing a Template-Based Letter
• Writing Letters, Memos, and Fax Cover Pages
• Writing Other Template-Based Letters
• Creating a History of a Letter Sent

Creating Document Templates

• Creating a Document Template from Scratch
• Editing Existing Document Templates

MAIL MERGING

Preparing for a Mail Merge

• Determining the Recipients
• Ensuring Good & Complete Data

Sending a Mail Merge

• Using the Mail Merge Wizard
• Printing Letters & Creating a Letter Sent History
• Printing Envelopes
• Printing Standard Envelopes
• Creating Envelope Templates
• Editing Envelope Templates
• Printing Labels
• Printing Standard Avery Labels
• Creating Non-Standard Label Templates

VIEWING & COMPOSING EMAIL

Setting Email Preferences

• Setting Email Preferences
• Viewing Email in ACT!
• Checking Your Messages
• Composing an Email in ACT!
• Composing a Message to an ACT! Contact

USING GROUPS/COMPANIES

Creating Groups/Companies

• Creating a Group/Companies
• Creating a Subgroup
• Deleting Groups/Companies or Subgroups
• Renaming an Existing Group/Company

Changing Group Membership

• Adding Contacts to a Group
• Removing Contacts from a Group
• Adding the current lookup to a Group
• Changing Group Membership in the Contact View