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Who should attend ACT! 6.0: Level 1
This course is designed for anyone wanting to learn how to use ACT! 6.0.
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ACT! 6.0: Level 1  

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This course is designed for anyone wanting to learn how to use ACT! 6.0.

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Seminar Summary:

This course will introduce students to the basics of ACT! 6.0. (see full course description)

 
 
 

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Training Course Syllabus:


Description
This course will introduce students to the basics of ACT! 6.0.

Objectives
·  Open an existing database and become familiar with the ACT! 6.0 environment.
·  Enter contacts into a database by creating and editing a database.
·  Locate contact records by using the Lookup feature and the Contact List window.
·  Organize and manage contact records by creating groups.
·  Schedule and manage activities by using the Activities tab.
·  Schedule and manage activities by using the calendar windows and the Task List window.
·  Create, edit, and format a document by using the ACT! word processor.

Required Prerequisites
 ·  Computer Fundamentals
 ·  Living Online

Next Steps
 ·  ACT! 6.0: Level 2

Outline
    1. Overview of ACT! 6.0
      1. ACT! 6.0: An Overview
      2. Viewing and Editing Contact Database Records
    2. Creating a Contact Database
      1. Creating a Contact Database
      2. Editing a Contact Database
      3. Printing an Address Book
    3. Locating Contacts
      1. Finding Contacts
      2. Viewing Contacts
      3. Sorting Contacts
    4. Organizing Contacts
      1. Categorizing Contacts
      2. Grouping Contacts
      3. Managing Contact Groups
    5. Working with Calendars and Activities
      1. Working with Calendar Views
      2. Scheduling Activities
      3. Working in Task List View
      4. Managing Activities
    6. Organizing Sales Opportunities and Contact Activity
      1. Creating Sales Opportunities
      2. Looking Up Contact Activity
      3. Looking Up Annual Events
      4. Using SideACT! to Manage Notes and Activities
    7. Creating Word Processor Documents
      1. Creating a Letter
      2. Formatting Documents
      3. Viewing Other Templates
      4. Working with the Library Tab

    Seminar Summary:

    This course will introduce students to the basics of ACT! 6.0. (see full course description)

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