This course is provided by Wintrac.
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Overview
In business, you may tend to possess a lot of information about your contacts. Business contacts and related information need to be properly maintained so that you can access or modify them whenever required. ACT! 2007 is a contact management system to work with your business contacts, manage events, track relevant communications, and enhance your business relationships significantly.
Course Objectives
You will launch ACT! 2007 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 understanding of Windows.
Target Student:
This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- explore ACT! 2007.
- manage a contact database.
- organize contacts.
- work with calendars and activities.
- organize sales opportunities and contact activities.
- use the word processor in ACT! 2007 to create the documents necessary to communicate with their contacts.
Platform Requirements
- Microsoft Windows XP (Service Pack 2), XP Professional (Service Pack 2), 2000, or 2000 Professional (Service Pack 4).
Hardware Requirements
- Minimum 600 MHz processor Pentium III (or equivalent processor).
- Minimum 512 MB RAM.
- Minimum 1000 MB of available hard disk space.
- A CD-ROM drive.
- SVGA (800x600) or higher monitor resolution.
- A working Internet connection.
Software Requirements
- ACT! 2007.
- Adobe Acrobat Reader 5.0 or later version.
- Microsoft Internet Explorer 5.5 or later version.
- Printer drivers.
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities
Course duration
1 Day(s)
Course outline
Lesson 1: Exploring ACT! 2007
- Topic 1A: Explore the ACT! 2007 Interface
- Topic 1B: Use ACT!
2007 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 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 and Activities
- Topic 4A: Work with Calendar Views
- Topic 4B: Schedule Activities
- Topic 4C: Manage
Activities
- Topic 4D: Work in the Task List View
- Topic 4E: Print a Calendar
Lesson 5: Organizing Sales Opportunities and Contact Activity
- Topic 5A: Create Sales Opportunities
- Topic 5B: Look Up Contact Activity
- Topic 5C: Look Up Annual Events
Lesson 6: Working with a Word Processor
- Topic 6A: Create a Document
- Topic 6B: Edit an Existing Document
- Topic 6C: Format a Document
- Topic 6D: Check Spelling
- Topic 6E: Attach Documents
