ACT! 2006 Advanced Study Guide

1-4239-1402-3 © 2007 Publish date: April 18, 2006 184 pages

Buy Now: $25.99

Course ID: act-2006-adv-sg

CBT Planet has many computer training books dedicated to teaching you how to use ACT! The ACT! 2006 Advanced study guide is highly rated having earned a 4.7/5.0 in overall quality from ProCert Labs. This self-paced course builds on the concepts and skills you learned by taking our basic course.

When you choose the ACT! 2006 Advanced courseware, you are choosing an excellent format that is perfect for studying and learning when and where you want. The guide follows a logical format with eight full units covering advanced topics. You will learn about advanced query techniques and additional scheduling, emailing, and printing methods available in the database.

Make sure you get the most out of your investment in the contact management software by learning about the advanced features found in ACT. You'll be better equipped for success by choosing the ACT! 2006 Advanced courseware. Afterwards, you can focus on managing your relationships with your customers rather than trying to figure out how to use the software.

Learn how to work with advanced queries and lookups, mail merge, managing documents and files, and sending mass mail merges. Other topics include integrating with Outlook, calendar settings, advanced activities, and managing opportunities.

Course Contents

Unit 1 covers advanced queries and lookups

• Advanced queries
• Lookups by example
• Company lookups
• Group lookups
• Opportunity lookups
• Other lookups

Unit 2 covers mail merge

• Using document templates
• Personalizing document templates
• Performing mail merges

Unit 3 goes over document and file management

• The Documents tab
• File attachments

Unit 4 covers mass e-mail messages

• Using e-mail templates
• Performing mass e-mail merges

Unit 5 goes over Outlook integration

• Outlook's ACT! settings
• Sending messages to your ACT! contacts
• ACT! and Outlook activities

Unit 6 covers advanced activities

• The Task List
• Types of activities and priorities
• Resources
• Working with multiple activities
• Scheduling an activity series

Unit 7 discusses calendar settings

• Features of workgroup calendar
• Setting calendar and scheduling preferences
• Printing calendars

Unit 8 covers managing opportunities

• How to view opportunities
• How to add and remove opportunities
• Quotes
• Exporting opportunities into Excel
• The opportunity process
• Maintaining product lists