1 Day Course

Performance-based objectives

• Explore ACT! 2008.
• Manage a contact database.
• Organize contacts.
• Work with calendars.
• Organize sales opportunities.
• Use the ACT! word processor to create documents you can use to communicate with contacts.

Prerequisites

You will learn to create a new database, to which you will add contacts. You will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents. You will then create sales opportunities for contacts and schedule annual events. To ensure your success, it is required that you have basic PC skills and an understanding of Microsoft Windows.

Course Content

Lesson 1: Exploring ACT! 2008

• 1A: Explore the ACT! 2008 Interface
• 1B: Access ACT! 2008 Help

Lesson 2: Managing a Contact Database

• 2A: Create a Contact Database
• 2B: Add Contacts to a Contact Database
• 2C: Locate Contacts in a Database
• 2D: Edit Contacts
• 2E: Sort Contacts
• 2F: Print an Address Book
• 2G: Generate Contact Reports

Lesson 3: Organizing Contacts

• 3A: Create Companies from Contacts
• 3B: Group Contacts
• 3C: Manage Contact Groups
• 3D: Generate Group Reports

Lesson 4: Working with Calendars

• 4A: Work with Calendar Views
• 4B: Schedule Activities
• 4C: Manage Activities
• 4D: Look Up Annual Events
• 4E: Work in the Task List View
• 4F: Print a Calendar

Lesson 5: Organizing Sales Opportunities

• 5A: Create Sales Opportunities
• 5B: Assign Multiple Contacts to an Opportunity
• 5C: Look Up Contact Activity

Lesson 6: Working with the Word Processor

• 6A: Create a Document
• 6B: Edit a Document
• 6C: Format a Document
• 6D: Check Spelling
• 6E: Work in the Task List View
• 6F: Attach Documents