One day
This ILT Series course, rated 4.9/5.0 in overall quality by ProCert Labs, teaches the basic features and functions of ACT! 2007. Students will learn how to create and edit records for contacts, companies, and groups. They will also learn how to perform lookups to locate records that meet specified criteria. Students will use the calendar to schedule activities, and they will work with letter-writing, e-mail, and printing features to correspond with contacts. Finally, students will attach Web pages to contact records and use the Web to generate maps and driving directions.
Unit 1: Getting started
Topic A: Introducing ACT!
Topic B: Navigation
Topic C: Closing databases
Unit 2: Working with contacts
Topic A: My Record
Topic B: Creating and deleting contacts
Topic C: Secondary contacts
Topic D: Names and salutations
Topic E: Inserting notes
Topic F: Attaching files to a contact
Unit 3: Companies and divisions
Topic A: Adding and removing companies
Topic B: Managing companies
Topic C: Managing divisions
Unit 4: Simple lookups
Topic A: Performing simple lookups
Topic B: Special lookups
Topic C: Modifying lookups
Topic D: Keyword searches
Unit 5: Contact List view
Topic A: Using Contact List view
Topic B: Lookups in Contact List view
Topic C: Customizing Contact List view
Topic D: Integrating Microsoft Excel
Unit 6: Groups
Topic A: Creating and deleting groups
Topic B: Changing group membership
Topic C: Working with groups
Unit 7: Activities
Topic A: Calendar views
Topic B: Scheduling activities
Topic C: Completing activities
Unit 8: Letters
Topic A: Letter preferences
Topic B: Template-based letters
Topic C: Envelopes
Topic D: Labels
Unit 9: E-mail with Outlook
Topic A: E-mail preferences
Topic B: Composing e-mail messages in ACT!
Topic C: Recording e-mail histories
Unit 10: ACT! and the Internet
Topic A: Web integration
Topic B: Maps and driving directions
Unit 11: Reports
Topic A: Contact reports
Topic B: Group and company reports
Topic C: Opportunity reports
Topic D: Printing an address book
SKU | AX1423957172 |
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Weight | 1.4600 |
Coming Soon | N/A |
Days of Training | 1 |
Audience | Instructor |
Product Family | Axzo |
Product Type | Print Courseware |
Electronic | No |
ISBN | 1423957172 |
Language | English |
Page Count | No |
Curriculum Library | No |
Year | 2007 |
Manufacturer's Product Code | N/A |
Current Revision | 1 |
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Revision Notes | No Revision Information Available |
Original Publication Date | 2014-03-22 00:00:00 |
datafile | 9-5717-2-d.exe |
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datafile | 9-5717-2-p.exe |
datafile | 9-5717-2-fto.htm |
datafile | 1423957172.jpg |
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datafile | 1423957172mini.gif |
datafile | 9-5717-2-faq.htm |