ACT! 2007 - Level 1 Training Class

Course ID: 20754

ACT! 2007 - Level 1 Training Seminar

Overview:
In this course, students launch ACT! 2007 to create a new database, and add contacts. They will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents.

Who Should Attend:
This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.

At Course Completion:
Upon successful completion of this course, students will be able to: - explore ACT! 2007. - manage a contact database. - organize contacts. - work with calendars and activities. - organize sales opportunities and contact activities. - use the word processor in ACT! 2007 to create the documents necessary to communicate with their contacts.

Agenda

Outline:
Lesson 1: Exploring ACT! 2007
Explore the ACT! 2007 Interface Use ACT! 2007 Help
Lesson 2: Managing a Contact Database
Create a Contact Database Add Contacts to a Contact Database Locate Contacts in a Database Edit Contacts Sort Contacts Print an Address Book Generate Reports
Lesson 3: Organizing Contacts
Create Companies from Contacts Group Contacts Manage Contact Groups Generate Group Reports
Lesson 4: Working with Calendars and Activities
Work with Calendar Views Schedule Activities Manage Activities Work in the Task List View Print a Calendar
Lesson 5: Organizing Sales Opportunities and Contact Activity
Create Sales Opportunities Look Up Contact Activity Look Up Annual Events
Lesson 6: Working with a Word Processor
Create a Document Edit an Existing Document Format a Document Check Spelling Attach Documents