ACT! Software Training Class Agenda

ACT! Database Management, Productivity, Organization
PLEASE NOTE: All other classes assume basic competency in these skills

  • Opening the ACT! Database
  • Navigation Bar Menu
  • Toolbar Buttons
  • Sizing the Contact Detail Window
  • My Record
  • Setting up Preferences
  • Customizing User Fields
  • Entering / Inserting a New Contact
  • Changing Salutation Preferences
  • Duplicating Contacts
  • Adding Secondary Contacts
  • Deleting Contacts
  • Duplicate Elimination
  • “Right Click” Basic Loookups
  • Adding New Users, Making Users Inactive
  • Companies/Divisions Link
  • Changing the Field Entry Order
  • Managing Alarms
  • Scheduling Events
  • Scheduling Activities (Calls - Meetings - To-Dos)
  • Recurring Activities
  • Managing the Activities Task List
  • Managing the Calendar
  • Clearing Activities
  • Integrating ACT! with Outlook
  • Recording History of Sent Emails in ACT!
  • Attaching incoming Emails to ACT! History
  • Sharing ACT! and Outlook Activities
  • Printing Labels and Envelopes
  • Backing up the Database
  • Database Maintenance, Check & Repair

ACT! Database Segmentation:
Groups and Advanced Lookups
Prerequisite: Database Management, Productivity, Organization

  • How to use ACT!’s “Special Fields”
    • ID/Status
    • Referred by
    • Opt-Out
    • Last Results
  • Groups vs. Fields
  • Basic Lookups
  • Replace / Add to / Narrow
  • 21 Critical Database Segmentations
  • Last 5 Lookups
  • Lookup Annual Events
  • Tag Mode
  • Advanced Lookups
  • Advanced Queries
  • Keyword Searches
  • Groups/Subgroups
  • Dynamic Group Membership
  • Group Reports

Managing a Sales Pipeline in ACT!

Prerequisite: Database Management, Productivity, Organization

  • Sales Opportunities
  • Call Reports
  • Sales Force Opportunity Reports
  • Export to Excel
  • Forecasting
  • Sales Stages
  • Setting up Security Levels
  • Setting up Teams
  • Territory Management
  • Managing the ACT! 10.0 Dashboard
  • Granting Calendar Access
  • Scheduling Activities for Yourself and Others
  • Recurring Activities
    		•
  • Public vs. Private Activities
  • Sending an Email Reminder
  • Clearing Activities
  • Recording Unscheduled Activities
  • Sharing a Team Calendar
  • Printing the Calendar
  • Task List Management
  • Secondary Contacts
  • Quotes / Estimates
  • Attaching Documents to Contacts
  • Importing Prospect Lists
  • Prospect Identification with Swiftpage Snapshot*
  • Creating Hot Lead Lists

    • Direct Marketing with your ACT! Database

    Prerequisite: Database Management, Productivity, Organization

    • Importing Lists From:
      • Excel, CSV, TXT or DBF files
      • CardScan
      • Contact Capture (Screen Capture Software)
    • Exporting Lists To:
      • A CSV, TXT or DBF File
      • An Excel Spreadsheet
    • Designing / Modifying Templates:
      • ACT! Letter and Email Templates
      • Swiftpage Email Templates*
    • Setting up an Sequential Drip-Marketing:
      • Activity Series in ACT!
      • Swiftpage Autoresponder*
    • How To Execute a Mail Merge
      • ACT! Word Processor
      • ACT! Email
      • SwiftpageEmail Email Blasts*
      • Remarkable Mail Direct Mail Postcards
      • MyFax Fax Broadcasting
    • Printing Labels & Envelopes
      • Dymo Printer
      • Avery Labels