Fundamentals Course Outline for ACT! 6.0 Act! Fundamentals | Act! Power Users | Act! Administrator
Working with Contacts Opening ACT! • Opening ACT! from the Start Menu • Opening ACT! from the Desktop • Creating a New Database • Opening a Database The ACT! Interface • Identifying Key Elements of the ACT! Interface Launching ACT!'s Views • Setting View Bar Options • Launching the Contact View • Launching the Contact List View • Launching the Groups View • Launching the Task List • Launching the Daily Calendar • Launching the Weekly Calendar • Launching the Monthly Calendar • Launching the Email View • Launching the Internet Services View Launching Contact View Tabs • Launching the Contact View Tab The My Record • Find and Correct the My Record Creating & Deleting Contacts • Inserting a Contact • Duplicating a Contact • Deleting Contacts Understanding Names & Salutations • Specifying a Contact's First & Last Names • Setting Names Preferences Entering Notes for a Contact • Inserting a Note for a Contact Attaching Files to a Contact • Attaching a File to a Contact Record • Viewing an Attached File     Basic Lookups Simple Lookups • Looking Up All Contacts • Looking Up on Basic Fields • Looking Up on Other Fields Looking Up Empty/Non-Empty Fields • Looking up Empty Fields • Looking Up Non-Empty Fields Replacing/Adding/Narrowing Lookups • Replacing a Lookup • Adding to a Lookup • Narrowing a Lookup Annual Events Lookups • Looking Up Annual Events Contact Activity Lookups • Looking Up Modified Contacts Keyword Searches • Searching for a Specific Keyword • Keyword Searching Email Addresses Lookups By Example • Searching for a Field Value • Searching for Multiple Field Values • Using Query Operators in a Lookup By Example     Using the Contact List View Contact List View Basics • Launching the Contact List View • Sorting Contacts Customizing the Contact List View • Adding Columns • Removing Columns • Rearranging Columns • Splitting the Contact List View The Edit Mode • Switching to the Edit Mode • Using the Edit Mode The Tag Mode • Switching to the Tag Mode • Building a Lookup in the Tag Mode • Refining a Lookup in the Tag Mode	Using Groups Creating Groups • Creating a Group • Creating a Subgroup • Deleting Groups or Subgroups • Renaming an Existing Group Changing Group Membership • Adding Contacts to a Group • Removing Contacts from a Group • Adding the current lookup to a Group • Changing Group Membership in the Contact View Looking Up Contacts in a Group • Looking Up Group Members from the Contact View • Viewing Group Members in the Groups View Defining Group Rules • Defining Field Values Rules • Defining Saved Query Rules • Running Group Rules   Scheduling Activities Navigating the Calendar Views • Viewing the Daily Calendar • Viewing the Weekly Calendar • Viewing the Monthly Calendar • Using the Mini Calendar • Filtering the Calendar Scheduling Activities • Scheduling an Activity • Editing an Existing Activity • Rescheduling an Activity Completing Activities • Clearing an Activity • Erasing an Activity • Recording a History of an Unscheduled Activity Using the Task List • Editing Activities in the Task List • Sorting the Task List • Changing Task List Columns • Filtering the Task List     SideACT! Using SideACT! • Launching SideACT! • Adding an Activity to SideACT! • Completing a SideACT! Activity • Printing the SideACT! List Transferring SideACT! Activities • Transferring an Activity from SideACT! to ACT! SideACT! Alarms • Configuring SideACT! Alarms     Sales/ Opportunities Adding Opportunities • Entering a New Opportunity • Editing an Existing Opportunity Completing an Opportunity • Completing an Opportunity • Deleting an Opportunity Viewing Opportunities • Viewing Opportunities for a Contact • Viewing Opportunities for a Group of Contacts Managing the Sales Process • Modifying Sales Stages • Looking Up Contacts by Sales Stage Running Sales Reports • Running Sales/Opportunity Reports • Filtering Opportunity Reports • Running Sales Graphs • Running Sales Pipeline
Library Tab Adding Documents • Adding a Document to the Library Tab Viewing Documents • Viewing Documents in the Library Tab Editing Documents • Editing a Library Tab Document Mapping ACT! Fields to Excel Spreadsheets • Mapping ACT! Fields to Excel   Internet Features Internet Services • Viewing a Web Page in ACT! • Launching Web Sites in URL Fields Attaching Web Pages to Contacts • Attaching a Web Page to a Contact • Viewing an Attached Web Page   Writing Letters Setting Letter Preferences • Setting Word Processor Preferences Writing a Template-Based Letter • Writing Letters, Memos, and Fax Cover Pages • Writing Other Template-Based Letters • Creating a History of a Letter Sent Printing Envelopes • Printing Standard Envelopes • Creating Envelope Templates • Editing Envelope Templates Printing Labels • Printing Standard Avery Labels • Creating Non-Standard Label Templates	Viewing & Composing Email Setting Email Preferences • Setting Email Preferences Viewing Email in ACT! • Checking Your Messages • Creating New Email Folders • Moving Messages Into a Folder Composing an Email in ACT! • Composing a Message to an ACT! Contact • Composing a Message to a Non-ACT! Contact     Writing Reports Writing Reports • Writing a Contact Report • Writing a Notes/History Report • Writing an Activities/Time Spent Report Filtering a Report • Filtering an Activities Report • Filtering a Notes/History Report ________________________ Course Prerequisites: Students should have functional knowledge of the Microsoft Word and the Windows operating system. No prior ACT! knowledge is required for this course.