ACT! 2009 Standard

Familiarisation of ACT! 2009 Software

• Screen Views
  
  
• Toolbars
  
  
• Tabs
  
  
• Filtering
  
  
• Column Headings
  
  
• Menus
  
  
• Icons
  
• Dropdown Menu's
  
  
• Groups view
  
  
• Companies view

Working with contacts in ACT! 2009

• Creating new Contacts
  
  
• Duplicating Contacts
  
  
• Editing existing contact information
  
  
• Deleting Contacts Entering Notes
  
  
• Entering History
  
  
• Attaching Documents and Files to History
  
  
• Scheduling activities with contacts

Working with activities in ACT! 2009

• Viewing and filtering activities in the contact view
  
  
• Viewing and filtering activities in the task list view
  
  
• Viewing and filtering activities in the calendars
  
  
• Clearing activities in all three views

Introduction to Sales Opportunities in ACT! 2009

• Creating a new opportunity
  
  
• Editing opportunities
  
  
• Closing a sale won or lost
  
  
• Running basic opportunity reports

Using the contact list in ACT!

• Changing the view of the contact list
  
  
• Finding contacts with the contact list
  
  
• Using Tag mode in the contact list
  
  
• Editing contact information in the contact list

Searching the ACT! Database

• Using the look-up menu to search for contacts
  
  
• Adding to look-ups
  
  
• Narrowing Look-ups
  
  
• Key-word search

Introduction to mail merging in ACT!

• Writing a letter, fax or memo to a contact through ACT!
  
  
• Mail merging to a look-up
  
  
• Printing labels and envelopes through ACT
  

Introduction to e-mailing in ACT! 2009

• Sending an e-mail to a contact
  
  
• Attaching e-mails to the contact notes
  
  
• Viewing e-mails through ACT!
  
  
• Creating a contact from an email
  
  
• Attaching emails to contacts from Outlook
  
  
• Creating an ACT! Activity from Outlook