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ACT! 2005: Level 1
Overview

ACT! 2005: Level 1 is a hands-on instruction book that will introduce you to the basics of ACT! 2005.

Prerequisites

We designed ACT! 2005: Level 1 for the student who is completely new to personal information managers and needs to learn the basics about ACT! 2005. If you are using Windows and are new to computers, you should take one of the following courses before attempting any other Content courses:
  • Windows 2000: Introduction
  • Windows XP: Introduction
Performance-Based Objectives

  • Open an existing database and become familiar with the ACT! 2005 environment.
  • Enter contacts into a database by creating and editing a database.
  • Locate contact records by using the Lookup feature and the Contact List window.
  • Organize and manage contact records by creating groups.
  • Schedule and manage activities by using the Activities tab.
  • Schedule and manage activities by using the calendar windows and the Task List window.
  • Create, edit, and format a document by using the ACT! word processor.
Delivery Method:

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Course duration

1 Day(s)

Course outline

Lesson 1: Overview of ACT! 2005
  • Topic 1A: ACT! 2005: An Overview
  • Topic 1B: Viewing and Editing Contact Database Records
Lesson 2: Creating a Contact Database
  • Topic 2A: Creating a Contact Database
  • Topic 2B: Editing a Contact Database
  • Topic 2C: Printing an Address Book
Lesson 3: Locating Contacts
  • Topic 3A: Finding Contacts
  • Topic 3B: Viewing Contacts
  • Topic 3C: Sorting Contacts
Lesson 4: Organizing Contacts
  • Topic 4A: Categorizing Contacts
  • Topic 4B: Grouping Contacts
  • Topic 4C: Managing Contact Groups
Lesson 5: Working with Calendars and Activities
  • Topic 5A: Working with Calendar Views
  • Topic 5B: Scheduling Activities
  • Topic 5C: Working in Task List View
  • Topic 5D: Managing Activities
Lesson 6: Organizing Sales Opportunities and Contact Activity
  • Topic 6A: Creating Sales Opportunities
  • Topic 6B: Looking Up Contact Activity
  • Topic 6C: Looking Up Annual Events
Lesson 7: Creating Word Processor Documents
  • Topic 7A: Creating a Letter
  • Topic 7B: Formatting Documents
  • Topic 7C: Viewing Other Templates
  • Topic 7D: Working with the Documents Tab
Hardware Requirements

You will need:
  • Microsoft Windows XP, XP Professional, 2000, and 2000 Professional
  • ACT! 2005
  • Microsoft Office 2000/2002/2003
  • Adobe Acrobat Reader 5.0/6.0
  • Microsoft Internet Explorer? 5.5/6.0
  • Minimum 300 MB of available hard disk space
  • CD-ROM drive
  • Minimum 266 MHz processor (Pentium III or higher recommended)
  • Minimum 256 MB of RAM (512 MB or higher recommended)
  • SVGA (800x600) or higher monitor resolution

Please contact your training representative for more details on having this course delivered onsite or online

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