ACT 2000 - Introduction

Introduction

This one-day instructor led course is intended for new users who wish to further their knowledge of this contact management package. The course provides a solid foundation on the key principles of using ACT. Each section of the course will provide an opportunity to explore the new subject area, followed by an exercise or activity to reinforce learning. All courses are highly interactive and we encourage all delegates to join in, to enhance their own learning process.

Pre-requisites

This course includes extensive practical work using a PC so delegates should be competent with a keyboard and mouse.

Course Content

Overview of ACT!

• Starting ACT!
• Observing a Contact Database

Creating a Contact Database

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

Locating Contacts

• Finding Contacts
• Viewing Contacts
• Sorting Contacts

Organizing Contacts

• Categorising Contacts
• Grouping Contacts
• Managing Contact Groups

Scheduling Activities

• Scheduling Activities in the Contacts Window
• Managing Activities
• Scheduling Recurring Activities
• Creating Sales Opportunities

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

Creating Documents with the Word Processor

• Creating a Letter
• Formatting Documents
• Viewing Other Templates

Working with Templates and Mail Merge

• Creating a Mail Merge Template
• Generating Form Letters
• Adding Templates to the Write Menu

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