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Topics include: creating a contact database, locating and organizing contacts, working with calendars and activities, organizing sales opportunities and contact activity, and creating word processor documents.

Course Outline

This course is for the people who are new to personal information managers and need to learn the basics about Act!.

This course is classroom style instruction: Instructor-led, hands-on training.

Overview of ACT!
Viewing and Editing Contact Database Records

Creating a Contact Database
Creating a Contact Database
Editing a Contact Database
Printing an Address Book

Locating Contacts
Finding Contacts
Viewing Contacts
Sorting Contacts

Organizing Contacts
Categorizing Contacts
Grouping Contacts
Managing Contact Groups

Working with Calendars and Activities
Working with Calendar Views
Scheduling Activities
Working in Task List View
Managing Activities
Organizing Sales Opportunities and Contact Activity
Creating Sales Opportunities
Looking Up Contact Activity
Looking Up Annual Events
Using SideACT! to Manage Notes and Activities

Creating Word Processor Documents
Creating a Letter
Formatting Documents
Viewing Other Templates
Working with the Library Tab

Prerequisites & Certificates

Course Prerequisite: Participants should already be familiar with basic Windows use. No prior experience with Act! is necessary.

Certificates offered

Participants receive with this course: * courseware (notes on all topics covered, along with exercises used during course). * a certificate of completion

Cancellation Policy

Map & Reviews
Computer Help
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This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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