In this course, students will launch ACT! 2009 and use it to create a new database, and add contacts. Students will sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities.
Exploring ACT! 2009
- Explore the ACT! Interface
- Access the ACT! Help System
Managing a Contact Database
- Create a Contact Database
- Add Contacts to a Contact Database
- Locate Contacts in a Database
- Edit Contacts
- Sort Contacts
- Topic 2F: Print an Address Book
- Topic 2G: Generate Contact Reports
- Create Companies from Contacts
- Group Contacts
- Manage Contact Groups
- Generate Group Reports Communicate Using Email
Working with Calendars
- Work with Calendar Views
- Schedule Activities
- Manage Activities
- Look Up Annual Events
- Work in the Task List View
- Topic 4F: Print a Calendar
Organizing Sales Opportunities
- Create Sales Opportunities
- Assign Multiple Contacts to an Opportunity
- Look Up Contact Activity
Working with a Word Processor
- Create a Document
- Edit a Document
- Format a Document
- Check Spelling
- Attatch Documents
Virtual ACT! 2009 - Level 1 Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.