Have you just started using ACT! 2005, 2006, 2007, 2008, or 2009? Are you transitioning from Outlook to ACT! and feeling frustrated? Our 1-hour Training CD will help.
Topics include:
- Introduction
- ACT! vs Outlook
- ACT! Screen Layout
- ACT! Fields and Tabs
- Notes Tab and How to Enter Notes
- The History and Activities tabs and How to Schedule Meeting and Capture History
- Contact Lookup
- Lookup a Contact
- Undo a Lookup
- Clear search field
- Lookup by Query
- Lookup by Example
- Import Your Outlook Contacts
- Sync ACT! and Outlook Calendars
- Lookup Short-cut
- Groups
- How to Prepare your Contacts
- Create a Group Manually
- Create a Dynamic Group
Hint: Add a Contact to a Group
- Schedule Other Activities
Hint: Record a Call on-the-fly
- Print Mailing Labels
- Create short-cuts to a Contact's Files
- How to find Missing items in History Tab
Software Demonstrated: ACT! 2007 (9.0)
Our CD videos are fully indexed and allow you to jump directly to the topic of your choice. Merely insert the CD into your computer, click on a topic, and the task is illustrated step-by-step with narrative.
