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ACT Training
ACT 101:
Introduction to ACT (9:00 - 12:00 - 1/2 Day)
Prerequisites: Working knowledge of Windows 9x-2000 environment
is required.
Elements of ACT! Screens
• Custom Database
• Custom Layout
• View bar
• Contact View
• List View
• Task View
• Calendar Views
Using Act! Find A Contact
• Lookup methods
• Lookup results
• Navigating through the results
Manage A Contact
• Schedule a to-do
• Schedule a meeting
• Meet with multiple contacts
• Schedule a meeting for someone else
• E-mail meeting notification
• Schedule reoccurring events
Reporting
• Calendars
• Contact Information
Other issues / questions?
ACT 201:
Advanced ACT (1:00 - 4:00 - 1/2 Day)
Prereqeuisites: Successful Completion of ACT 101
Q & A
Review of 101
Advanced Lookup Techniques
• Keyword
• By Example
• Navigating through the results
Manage your
calendar
• Create an event
• Events with multiple contacts
• Reoccurring events
Sales Opportunities
Report Menu
• Calendars
• Contact Information
Write Menu
• Existing Templates
• Modifying / Creating new Templates
• Mail Merge
Marketing Techniques
• Scheduling of Marketing Activities
• Bulk fulfillment (mail and e-mail)
• Use of Groups
Other issues
/ questions?
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