Act level 1

Course

In Coventry

Price on request

Description

  • Type

    Course

  • Location

    Coventry

  • Class hours

    7h

  • Start date

    Different dates available

Students will learn the basic skills necessary to begin using Act, including working with contacts and groups.

Facilities

Location

Start date

Coventry (West Midlands)
See map
127-129 New Union Street, CV1 2NT

Start date

Different dates availableEnrolment now open

About this course

Computers for Beginners or equivalent knowledge.

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Subjects

  • ACT
  • Database
  • Contacts
  • Basic IT
  • Keywords
  • Excel
  • Scheduling activities
  • Template
  • Letters
  • Outlook

Course programme

Lesson 1: Getting started

  • Introducing ACT!
  • Navigation
  • Closing databases

Lesson 2: Working with contacts

  • My Record
  • Creating and deleting contacts
  • Secondary contacts
  • Names and salutations
  • Inserting notes
  • Attaching files to a contact

Lesson 3: Companies and divisions

  • Adding and removing companies
  • Managing companies
  • Managing divisions

Lesson 4: Simple lookups

  • Performing simple lookups
  • Special lookups
  • Modifying lookups
  • Keyword searches

Lesson 5: Contact List view

  • Using Contact List view
  • Lookups in Contact List view
  • Customizing Contact List view
  • Integrating Microsoft Excel

Lesson 6: Groups

  • Creating and deleting groups
  • Changing group membership
  • Working with groups

Lesson 7: Activities

  • Calendar views
  • Scheduling activities
  • Completing activities

Lesson 8: Letters

  • Letter preferences
  • Template-based letters
  • Envelopes
  • Labels

Lesson 9: E-mail with Outlook

  • E-mail preferences
  • Composing e-mail messages in ACT!
  • Recording e-mail histories

Lesson 10: ACT! and the Internet

  • Web integration
  • Maps and driving directions

Lesson 11: Reports

  • Contact reports
  • Group and company reports
  • Opportunity reports
  • Printing an address book

Act level 1

Price on request