ACT!

Duration: 1 day/workshop

COURSE OUTLINE
   
Getting Started
Starting ACT! for Windows
Viewing a Contact Database

Creating a Contact Database
Creating a Contact Database
Editing a Contact Database
Printing an Address Book

Locating Contacts
Finding Contacts
Viewing Contacts
Sorting Contacts
Using Multiple Search Criteria

Organising Contacts
Categorising Contacts
Grouping Contacts
Managing Contact Groups



Scheduling Activities
Scheduling Activities in the Contact Window
Managing Activities
Scheduling Recurring Activities
Monitoring and Working with Activities
Creating Sales Opportunities

Corresponding with Contacts
Writing Letters and Emails to an Individual Contact
Merging Letters and Emails to Multiple Contacts
Attaching an Incoming E-mail to a Contact Record
Modifying Letter and Email Templates

Report Writing
Running Standard Reports
Writing Customised Reports
Modifying the Reports Menu
Creating reports
Using Mailing Labels



  Merrill Consultants Ltd.
"Our reputation is for professionalism, quality and excellent standards of training and for trainers who always go the extra mile".