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Overview
Students will learn the fundamentals of contact management using ACT! 2000.
Prerequisites
Windows 98: Introduction or equivalent knowledge.
Target Student
Students enrolling in this course should be familiar with the Windows 98 environment.
Performance-Based Objectives
Lesson objectives help students
become comfortable with the course, and also provide a means to
evaluate learning. Upon successful completion of this course,
students will be able to:
- Open an existing database
and become familiar with the ACT! environment.
- Create and edit 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, notes, and records by using the Activities tab
and SideACT!
- 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!
- Starting ACT!
- Observing a Contact
Database
Lesson 2: Creating a Contact
Database
- Creating a Contact
Database
- Editing a Contact
Database
- Printing an Address
Book
Lesson 3: Locating Contacts
- Finding Contacts
- Viewing Contacts
- Sorting Contacts
Lesson 4: Organizing
Contacts
- Categorizing Contacts
- Grouping Contacts
- Managing Contact
Groups
Lesson 5: Scheduling
Activities
- Scheduling Activities
in the Contacts Window
- Managing Activities
- Scheduling Recurring
Activities
- Creating Sales
Opportunities
Lesson 6: Working with
Activities in Other ACT! Windows
- Working in the
Calendar Windows
- Working in the Task
List Window
- Using SideACT! to
Manage Notes and Activities
Lesson 7: Creating Documents
with the Word Processor
- Creating a Letter
- Formatting
- Documents
- Viewing Other
- Templates
Hardware/software Requirements
To run ACT! 2000, you will need
a minimum of 16 megabytes (MB) of Random Access Memory (RAM)
(32MB recommended), at least 50MB of free hard-disk space for a
typical installation, and a 486 or faster processor (a Pentium
133MHz or higher is recommended). See your reference manual for
hardware considerations that apply to your specific hardware
setup.
In addition, you will need
printers if you want to print the reports and documents created
in the course.
