ACT! 2006 Basic Study Guide

1-4239-1399-X © 2007 Publish date: April 18, 2006 232 pages

Buy Now: $25.99

 

CBT Planet brings you the ACT! 2006 Basic study guide. This basic course is highly rated reaching a 4.7/5.0 for overall quality from ProCert Labs. By following this course on ACT! 2006, you will learn how to effectively manage your contact databases.

The ACT! 2006 courseware is designed to teach you basic steps for using the program. You'll get up to speed on the features and functions of this contact management software program. You will learn how to create and modify your contact records and your company records, as well as how to perform simple lookups. You will learn how to work with groups, schedule activities and tasks, create letters based on a template, send emails, integrate ACT! with the Internet, and generate reports about your contact data.

Using one of our computer training books to learn the ins and outs of ACT! 2006 is an efficient way to get the most out of your software. You have a powerful contact database installed on your PC and we'll show you how to use it. The ACT! 2006 courseware delivers quality content in an easy-reading, self-study format. You can use this training manual as a standalone product or use it to enhance your studies with one of our other products.

ACT 2006 Basic Study Guide Contents

Unit 1 covers getting started

• Introducing ACT! 2006
• Navigating
• Closing your databases

Unit 2 covers working with contacts

• The “My Record” record
• Create and delete contacts
• Secondary contacts
• Names and salutations
• How to insert notes
• How to attach files to a contact

Unit 3 covers companies and divisions

• Add and remove companies
• Manage companies
• Manage divisions

Unit 4 covers simple lookups

• Simple lookups
• Special lookups
• How to modify lookups
• Searching with keywords

Unit 5 covers the Contact List view

• Contact List view
• Performing lookups in Contact List view
• Customize the Contact List view
• Integrate with Microsoft Excel

Unit 6 covers groups

• Create and delete groups
• Change group membership
• Work with groups

Unit 7 covers activities

• Calendar views
• Schedule activities
• Complete activities

Unit 8 covers letters

• Letter preferences
• Letters from templates
• Envelopes
• Labels

Unit 9 covers email

• email preferences
• View email in ACT!
• Compose email messages
• Record email histories

Unit 10 covers ACT! and the Internet

• Integration with the web
• Maps and driving directions

Unit 11 covers reports

• Contact reports
• Group reports and company reports
• Opportunity reports
• Printing the Address Book