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ACT! 2008 Online Training Course

  
     
ACT 2008 Training CDs
Single User License:
$399.00
     
Multi-User Non-Concurrent License:
$799.00
     

Act! has been the number one contact manager for over twenty years and is actively being used by over 2.7 million users around the world. Are you one of them? If you have recently upgraded to the 2008 version of Act! or if you're a new user, consider the self-paced Act! 2008 CBT to help you get up to speed.

Act! 2008 offers numerous features and can be overwhelming at first. With the appropriate training, you and your entire team will be excited about the possibilities. The Act! 2008 training CD takes you through each feature and takes the mystery out of the software. A certified instructor is featured in a series of Act! 2008 training videos demonstrating the software. As you become more familiar with the environment, you'll begin to understand the power that's available to you and your team members.

You'll learn how to enter, edit and find contacts, view contact histories and notes, manage documents, manage sales opportunities, view reports, use the calendar, create groups, use Act e-mail, integrate with Microsoft Office, and much more simply by watching videos!

In addition, the self-paced Act! 2008 CBT lets you try out the tasks for yourself in a simulated Act! environment. These hands-on practice sessions let you get firsthand experience using Act! even if you haven't purchased the software yet.

Use the Act! 2008 training CD at your own pace. You can take the course according to your needs rather than having to commit to a rigid training schedule. If you need to get up to speed right away, you can view the Act! 2008 training videos and work at a faster pace than someone who wants to explore each feature in greater detail. No matter how quickly or slowly you progress through the course, you can go back and re-watch the videos over and over or practice the steps to reinforce your learning.

Act! is number one for a reason. It allows businesses and professionals to effectively manage contacts, customers, and prospects. You can master this customer relationship management tool with the help of the Act! 2008 training CD.

ACT! 2008 Training Video CBT Features:
   
   
Outline:
   
 

ACT! 2008 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! 2008 Advanced

1.0 Working with Dashboards
1.1 Displaying Dashboard Views
1.2 Working in Dashboard Views
1.3 Make Dashboard Your Startup View

2.0 Creating and Using Queries
2.1 Looking Up By Example
2.2 Creating Advanced Queries
2.3 Company Lookups
2.4 Group Lookups
2.5 Opportunity Lookups
2.6 Other Lookups

3.0 Importing, Exporting, and Synchronizing Data
3.1 Importing and Exporting Data
3.2 Synchronizing the Remote Database
3.3 Set up a Sync Schedule
3.4 Using the Subscription List

4.0 Creating and Using Queries
4.1 Looking Up By Example
4.2 Creating Advanced Queries
4.3 Company Lookups
4.4 Group Lookups
4.5 Opportunity Lookups
4.6 Other Lookups

5.0 Advanced Activities
5.1 The Task List
5.2 Activity Types and Priorities
5.3 Resources
5.4 Multiple Activities
5.5 Scheduling an Activity Series
5.6 Act! and Outlook Activities

6.0 Calendar Settings
6.1 Workgroup Calendar Features
6.2 Calendar and Scheduling Preferences
6.3 Printing a Calendar

7.0 Working with Templates, Mail Merge and Mass EMail
7.1 Document Templates
7.2 Personalizing Document Templates
7.3 Performing a Mail Merge
7.4 Email Templates
7.5 Mass Email Merges

8.0 Customizing Report Templates
8.1 Modifying Report Templates
8.2 Using a Custom Report Template
8.3 Adding Report Objects
8.4 Report Filters
8.5 Using Scripting in Your Reports

9.0 Customizing ACT!
9.1 Specifying Startup Settings
9.2 Customizing Fields in a Database
9.3 Customizing Layouts
9.4 Modifying Menus and Keyboard Shortcuts
9.5 Opportunity Customizations

10.0 Administrating your ACT! Database
10.1 Managing Data Security
10.2 Performing System Maintenance
   

 

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