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ACT! 2007 Online Training Course

  
     
ACT 2007 Training CDs
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Multi-User Non-Concurrent License:
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If you have Act! 2007, you have a powerful tool at your command for managing your contacts and sales prospects – if you know how to use it. Most users barely touch the surface of a software's capabilities and remain casual users with minimal skills. Make sure you have the knowledge required for using Act to its full potential by participating in Act! 2007 training.

One of the best ways to learn a new application is directly on the computer which is why our self-paced Act! 2007 CBT (computer based training) program is ideal. You'll have everything you need delivered directly to your screen including videos, animated presentations, demos, assessments, interactive content, quizzes, review sections, simulations, and hands-on exercises.

In addition, you are in charge of the progression of your Act! 2007 training including the pace as well as the focus of your studies. For example, by taking the pre-assessment, you can measure your existing skills and narrow your studies on the topics where you lack sufficient knowledge.

For those who learn best by seeing, the inclusion of Act! 2007 training videos on CD bring the instruction to life in full motion video. You'll see our certified instructors in action as they teach you how to get the most out of the software. It's like being in a classroom only you don't need to travel to get there. Simply turn on your computer and begin. You can also view these videos as often as you please.

Use the self-paced Act! 2007 CBT on your PC or laptop and you'll have high-quality instruction on demand. You don't even need a copy of Act installed because the disc contains simulated activities that give you hands-on experience. This blend of multimedia, training videos, interactive content, and hands-on practice makes our Act! 2007 training tutorial program extremely effective.

ACT! 2007 Training Video CBT Features:
   
   
Outline:
   
 

ACT! 2007 Basic

1.0 Overview of ACT!
1.1 An Overview of Act!
1.2 Navigation
1.3 Closing a Database

2.0 Creating a Contact Database
2.1 My Record
2.2 Creating, Editing and Deleting Contacts
2.3 Secondary Contacts
2.4 Names and Salutations
2.5 Inserting Notes and Attaching Files
2.6 Managing Companies and Divisions

3.0 Locating Contacts
3.1 Viewing and Sorting Contacts
3.2 Finding Contacts Using Simple Lookups
3.3 Finding Contacts Using Special Lookups
3.4 Modifying Lookups
3.5 Keyword Searches

4.0 Organizing Contacts
4.1 Using Contact List View
4.2 Lookups in Contact List View
4.3 Customizing Contact List View
4.4 Creating and Deleting Groups
4.5 Changing Group Membership
4.6 Working with Groups
4.7 Integrating Microsoft Excel

5.0 Working with Calendars, Activities and Emails
5.1 Working with Calendar Views
5.2 Scheduling Activities
5.3 Completing Activities
5.4 Email Preferences
5.5 Composing Email in Act!
5.6 Recording Email Histories

6.0 Using Reports
6.1 Contact Reports
6.2 Group and Company Reports
6.3 Opportunity Reports
6.4 Printing an Address Book

7.0 Creating Letters
7.1 Letter Preferences
7.2 Using Templates
7.3 Formatting Documents
7.4 Creating Envelopes and Labels

 

ACT! 2007 Advanced

1.0 Creating and Using Queries
1.1 Looking Up By Example
1.2 Creating Advanced Queries
1.3 Company Lookups
1.4 Group Lookups
1.5 Opportunity Lookups
1.6 Other Lookups

2.0 Importing, Exporting, and Synchronizing Data
2.1 Importing Data
2.2 Exporting Data
2.3 Synchronizing Data

3.0 Advanced Activities
3.1 The Task List
3.2 Activity Types and Priorities
3.3 Resources
3.4 Multiple Activities
3.5 Scheduling an Activity Series
3.6 Act! and Outlook Activities

4.0 Calendar Settings
4.1 Workgroup Calendar Features
4.2 Calendar and Scheduling Preferences
4.3 Printing a Calendar

5.0 Working with Templates, Mail Merge and Mass EMail
5.1 Document Templates
5.2 Personalizing Document Templates
5.3 Performing a Mail Merge
5.4 Email Templates
5.5 Mass Email Merges

6.0 Customizing Report Templates
6.1 Modifying Report Templates
6.2 Using a Custom Report Template

7.0 Customizing ACT!
7.1 Specifying Startup Settings
7.2 Customizing Fields in a Database
7.3 Customizing Layouts
7.4 Modifying Menus and Keyboard Shortcuts

8.0 Administrating your ACT! Database
8.1 Managing Data Security
8.2 Performing System Maintenance
   

 

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