ACT! 101: Introduction to ACT!

Prerequisites: Working knowledge of Windows 9x-2000 environment is required.
Duration: 3 hours

• 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: Administration

Prereqeuisites: Successful Completion of ACT 101
Duration: 3 hours

• 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?