Act! Advanced
Course Description:
Students will learn how to find and manage client information, schedule
and keep track of activities with clients, and create word processing
documents.
Table of Contents
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