Introduction to ACT!

Objectives
By the end of this course, delegates will be able to confidently use the basic functions in ACT!

Course Content
The course covers the following areas:
Familiarisation of ACT! 2009 Software
o Screen Views
o Toolbars
o Tabs
o Filtering
o Column Headings
o Menus & Icons
o Groups & companies view
Working with contacts in ACT! 2009
o Creating new contacts & duplicating existing contacts
o Editing & deleting existing contact information
o Entering Notes & History
o Attaching Documents and Files to History
o Scheduling activities with contacts
Working with activities in ACT! 2009
o Viewing and filtering activities in the contact view
o Viewing and filtering activities in the task list view
o Viewing and filtering activities in the calendars
o Clearing activities in all three views
Introduction to Sales Opportunities in ACT! 2009
o Creating a new opportunity & editing opportunities
o Closing a sale won or lost
o Running basic opportunity reports
Using the contact list in ACT!
o Changing the view of the contact list
o Finding contacts with the contact list
o Using Tag mode in the contact list
o Editing contact information in the contact list
Searching the ACT! Database
o Using the look-up menu to search for contacts
o Adding to look-ups
o Key-word search
Introduction to mail merging in ACT!
o Writing a letter, fax or memo to a contact through ACT!
o Mail merging to a look-up
o Printing labels and envelopes through ACT
Introduction to e-mailing in ACT! 2009
o Sending an e-mail to a contact
o Attaching e-mails to the contact notes
o Viewing e-mails through ACT!
o Creating a contact from an email
o Attaching emails to contacts from Outlook
o Creating an ACT! Activity from Outlook

Outcomes
Each delegate will receive individual feedback and may be asked to identify key changes to
implement and skills to practice.