ACT! for beginners

This course is ideal for first-time users and people who are just getting started with ACT!.
If you have other questions we would be happy to help you with these.

Our topics

  • General overview of what ACT! is
  • review the basic ACT! functions
  • Organizing the Database
  • Data management - creating and deleting contacts, changing contact details, importing and exporting contact information
  • Entering Contacts by Relationships
  • Groups and Companies
  • Lookups - how to find what you're looking for
  • Reports - standard reports and customisation
  • Opportunities - tracking the sales process
  • Activities - how to use the diary
  • Communicating via E-mail, Fax, and Word Processing
  • Synchronisation with other locations and computers, and also with PDAs
  • Using Notes and History
  • Calendar etc.
     


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