alphabyte - IT and Training Consultants

Course Outline

Course:

ACT! 8 for Users

Duration:

1 day

Objectives:

This course is designed to give delegates a thorough grounding into the use of their ACT! database.  It covers the entering of contact data, as well as the day-to-day use of the information.

Pre-Requisites:

Delegates should be familiar with the Microsoft Windows environment and basic word processing techniques. 

Topics:

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Getting Started with ACT!
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The Menus

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The Toolbar

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The Status Bar

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Working with ACT!
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Moving around the Database

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The Contact Screens

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Viewing Records

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Adding Contacts

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Deleting Contacts

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Searching & Sorting

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Contact List

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Using Lookups
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Simple Lookups

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Lookup By Example

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Keyword Searches

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Creating Groups and Sub-groups
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Group Membership

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Membership Rules

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Working with Companies
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Company List

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Assigning Membership

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Adding a Division

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Attaching Notes, Activities, Opportunities and Files

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Working with Notes

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Using your History

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Sales Opportunities
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Exporting to Excel

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Managing your Day
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Scheduling a Phone Call

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Scheduling a Meeting

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Scheduling a To-Do

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Using the Timer

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Task List

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Using Calendars

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Synchronising your calendar with Outlook

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Letters and Faxes
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Word Processing

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Sending Mailshots

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Using E-Mail

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Reports
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Activity Reports

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Sales Reports

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Other Reports

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Proprietor: Kathy Jarvis
alphabyte, 19 Leigh Drive, Wickham Bishops, Essex CM8 3JS
Tel/Fax: 01621 892336  Mobile: 07710 534128  email: kathy@alphabyte.co.uk