Our training videos cover fifteen chapters,
176 topics total 249 minutes for ACT! 2007. These lessons apply to both
the Premium for Workgroups edition as well as Standard edition.
|
Subject |
Description |
Duration |
|
01. Overview |
Learn how the ACT! screen lays out and the logic behind the sidebar,
tabs and the toolbars. |
13:01 |
|
02. New Database and My Record |
Learn how to create a new database and manage the "My Record" |
4:00 |
|
03. Managing Contacts |
Learn how to add, duplicate and delete primary contacts. Learn how
to add, remove and promote secondary contacts |
16:22 |
|
04. Manage Notes, History & Attachments |
Learn to manage notes, history (completed events) and attach
documents to contact records. |
14:56 |
|
05. Contact Lookups |
Learn how to
find your contacts in the database by many methods including
keywords, annual events, multiple criteria and narrowing lookups. |
22:14 |
|
06. Managing Contact List |
Learn how to manage multiple contacts in the contact list view.
Includes export to excel. |
12:40 |
|
07. Managing Calendar |
Learn how to use the calendar and task list to schedule and complete
activities. Includes using the task list also. |
50:44 |
|
08. Managing Opportunities |
Learn how to manage your pipeline and share reports with management. |
35:20 |
|
09. Executing Mail-Merge |
Learn how to integrate ACT! and Word to print form letters to one or
more contacts. Learn how to print labels. |
24:36 |
|
10. Integrating ACT! & E-Mail |
Integrate ACT! and Outlook to send E-Mail from contacts in ACT! and
still harness the ease of use of Outlook |
16:05 |
|
11. Managing Groups |
Learn how to add, delete and promote group and subgroups. Learn the
different techniques to add or remove contacts from groups based on
contact field values or opportunities they may have. |
26:47 |
|
12. Managing Companies |
Learn how to manage company records. When you are dealing with
multiple contacts at the same organization, you can use company
records to manage the relationship with ease. |
19:39 |
|
13. Sharing ACT! & Outlook Calendars |
Learn how to synchronize the ACT! & Outlook calendar |
7:51 |
|
14. Database Administration |
Learn some basic administration skills to make easier data entry
processes. Includes customizing drop-downs, backup/restoring
database, managing users, teams and password policy. |
22:30 |
|
15. Running Reports |
Learn how to execute different reports using ACT!'s built in reports
and export to excel. |
10:42 |