ACT! LEVEL I (Duration: 1 day)

Course Description

In business, you may tend to possess a lot of information about your contacts. Business contacts and related information need to be properly maintained so that you can access or modify them whenever required. ACT! 2007 is a contact management system to work with your business contacts, manage events, track relevant communications, and enhance your business relationships significantly.

Course Content

Lesson 1: Exploring ACT! 2007
Topic 1A: Explore the ACT! 2007 Interface
Topic 1B: Use ACT! 2007 Help


Lesson 2: Managing a Contact Database
Topic 2A: Create a Contact Database
Topic 2B: Add Contacts to a Contact Database
Topic 2C: Locate Contacts in a Database
Topic 2D: Edit Contacts
Topic 2E: Sort Contacts
Topic 2F: Print an Address Book
Topic 2G: Generate Reports
Lesson 3: Organizing Contacts
Topic 3A: Create Companies from Contacts
Topic 3B: Group Contacts
Topic 3C: Manage Contact Groups
Topic 3D: Generate Group Reports


Lesson 4: Working with Calendars and Activities
Topic 4A: Work with Calendar Views
Topic 4B: Schedule Activities
Topic 4C: Manage Activities
Topic 4D: Work in the Task List View
Topic 4E: Print a Calendar


Lesson 5: Organizing Sales Opportunities and Contact Activity
Topic 5A: Create Sales Opportunities
Topic 5B: Look Up Contact Activity
Topic 5C: Look Up Annual Events


Lesson 6: Working with a Word Processor
Topic 6A: Create a Document
Topic 6B: Edit an Existing Document
Topic 6C: Format a Document
Topic 6D: Check Spelling
Topic 6E: Attach Documents
 

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