ACT Software Contact Management Training Agenda
ACT! Software Training Class Agenda
ACT! Everyday
- My Record
- Entering / Inserting a New Contact
- Changing Salutation Preferences
- Duplicating Contacts
- Adding Secondary Contacts
- Deleting Contacts
- “Right Click” Basic Lookups
- Companies/Divisions Link
- ID/Status
- Referred By
- How To Use ACT!’s “Special Fields”
- Last Results
- Basic Look-ups
- Replace / Add to / Narrow
- Last 9 Look-ups
- Public vs. Private Activities
- Granting Calendar Access
- Scheduling Activities for Yourself & Others
- Sharing a Team Calendar
- Printing the Calendar
- How To Execute a Mail Merge
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- Look-up Annual Events
- Managing Alarms
- Tag Mode
- Scheduling Activities (Calls – Meetings – To-Dos)
- Recurring Activities
- Managing the Activities Task List
- Managing the Calendar
- Clearing Activities
- Groups / Sub-Groups
- Dynamic Group Membership
- Recording History of Sent Emails in ACT!
- Attaching incoming Emails to ACT! History
- Printing Labels and Envelopes
- Sales Opportunities
- Database Maintenance, Check & Repair
- Export to Excel
- Recording Unscheduled Activities
- Quotes / Estimates
- Attaching Documents to Contacts
- Designing / Modifying Templates (Letter & Email)
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