ACT! 2009 – Advanced /Administrator

Working with multiple contacts within ACT!

• Making global changes to multiple contacts
  
• Writing Notes to multiple contacts
  
• Writing History to multiple contacts
  
• Attaching a file to multiple contacts

Working with the ACT! 2009 Diary

• Scheduling activities to multiple contacts in the contact list
  
• Creating and scheduling activity series for multiple contacts
  
• Advanced use of the task list and calendars
  
• Scheduling activities for multiple users
  
• Copying activities from ACT! to Outlook calendars
  

Working with Advanced Queries in ACT! 2009 Software

• Lookup By Example function
  
• Creating advanced queries
  
• Saving and re-using advanced queries
  
• Placing saved advanced queries on the tool bars

Working with Groups and Companies in ACT! 2009

• Creating Companies
  
• Company management
  
• Setting up and running Company rules
  
• Group and sub-group creation
  
• Group management
  
• Setting up and running Group or sub-group rules

Working with templates In ACT! 2009

• Creating Word templates in ACT! 2009
• Creating HTML templates in ACT! 2009 e-mail
• E-mail merging

Working with reports In ACT! 2009

• Understanding ACT! reporting
  
• Using the filters for Reports
  
• Using Group, Company and Opportunity Reports
  
• Saving, printing and e-mailing Reports

Customizing the ACT! 2009 database

• Understanding system fields
• Working with layouts
• Creating fields and understanding data types
• Adding Custom fields
• Customizing and or editing existing layouts
• Customizing menus and toolbars

Working with contact data

• Importing and exporting to and from ACT! 2009
  
• Exporting Contacts, Groups or Companies
  
• Exporting partial contact information

Managing Sales Opportunities in ACT! 2009

• Working with the Opportunity List
  
• Analyzing opportunities in Excel (optional)
  
• Importing a Product List
  
• Managing Opportunity Processes
  
• Opportunity Pipelines and Graphs

The Dashboard

• Understanding the Dashboard
  
• Editing the Dashboard view
  
• Creating a new Dashboard

Managing Database Users

• Adding a new user
• Creating passwords
• Adding Permissions
• Best practice for removing users

Database Maintenance

• Scanning for duplicates
  
• Setting reminders
  
• Clearing old Notes, Histories and Activities Setting reminders
  
• General Do's and Don'ts for database integrity