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Overview
Business contacts and information need to be properly maintained so that you can access or modify them whenever required. ACT! 2008 is a contact management system that will help you work with your business contacts, manage events, track related communications, and enhance your business relationships significantly.
Course Objectives
You will launch ACT! 2008 and use it to create a new database, to which you will add contacts. You will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents. You will then create sales opportunities for contacts and schedule annual events.
Prerequisites
To ensure your success, it is required that you have basic PC skills and an understanding of Microsoft® Windows®.
Target Student:
This course is intended for corporate users; small business owners; and government, medical, education, and non-profit entities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- explore ACT! 2008.
- manage a contact database.
- organize contacts.
- work with calendars.
- organize sales opportunities.
- use the ACT! word processor to create documents you can
use to communicate with contacts.
Hardware Requirements
- Intel Pentium IV Processor (1.8 Ghz) or above.
- Minimum 512 MB RAM.
- Minimum 2 GB of available hard disk space.
- A CD-ROM drive.
- SVGA (1024x768) or higher monitor resolution.
- A working Internet connection.
Platform Requirements
- Microsoft Windows XP Professional (Service Pack 2)
Software Requirements
- ACT!® 2008.
- Adobe Acrobat® Reader® 6.0 or later version.
- Microsoft® Internet Explorer® 6.0 or later version.
- Printer drivers.
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities
Course duration
1 Day
Course outline
- Lesson 1: Exploring ACT! 2008
- Topic 1A: Explore the ACT! 2008 Interface
- Topic 1B: Access ACT! 2008 Help
- Lesson 2: Managing a Contact Database
- Topic 2A: Create a Contact Database
- Topic 2B: Add Contacts to a Contact Database
- Topic 2C: Locate Contacts in a Database
- Topic 2D: Edit Contacts
- Topic 2E: Sort Contacts
- Topic 2F: Print an Address Book
- Topic 2G: Generate Contact Reports
- Lesson 3: Organizing Contacts
- Topic 3A: Create Companies from Contacts
- Topic 3B: Group Contacts
- Topic 3C: Manage Contact Groups
- Topic 3D: Generate Group Reports
- Lesson 4: Working with Calendars
- Topic 4A: Work with Calendar Views
- Topic 4B: Schedule Activities
- Topic 4C: Manage Activities
- Topic 4D: Look Up Annual Events
- Topic 4E: Work in the Task List View
- Topic 4F: Print a Calendar
- Lesson 5: Organizing Sales Opportunities
- Topic 5A: Create Sales Opportunities
- Topic 5B: Assign Multiple Contacts to an Opportunity
- Topic 5C: Look Up Contact Activity
- Lesson 6: Working with the Word Processor
- Topic 6A: Create a Document
- Topic 6B: Edit a Document
- Topic 6C: Format a Document
- Topic 6D: Check Spelling
- Topic 6E: Attach Documents
