Act Level 1

Course Description

Students will learn the basic skills necessary to begin using Act, including working with contacts and groups.

Course Content

Lesson 1: Getting started
Introducing ACT!
Closing databases

Lesson 2: Working with contacts
My Record
Creating and deleting contacts
Secondary contacts
Names and salutations
Inserting notes
Attaching files to a contact

Lesson 3: Companies and divisions
Adding and removing companies
Managing companies
Managing divisions

Lesson 4: Simple lookups
Performing simple lookups
Special lookups
Modifying lookups
Keyword searches

Lesson 5: Contact List view
Using Contact List view
Lookups in Contact List view
Customizing Contact List view
Integrating Microsoft Excel

Lesson 6: Groups
Creating and deleting groups
Changing group membership
Working with groups

Lesson 7: Activities
Calendar views
Scheduling activities
Completing activities

Lesson 8: Letters
Letter preferences
Template-based letters

Lesson 9: E-mail with Outlook
E-mail preferences
Composing e-mail messages in ACT!
Recording e-mail histories

Lesson 10: ACT! and the Internet
Web integration
Maps and driving directions

Lesson 11: Reports
Contact reports
Group and company reports
Opportunity reports
Printing an address book

pdfPrintable course details


Computers for Beginners

or equivalent knowledge.

Course Duration

7.5 hours

Study Methods Available

Individual Tuition

Group Training

Distance Learning


Please contact us.

Follow-on Courses

ACT Level 2

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Further Information

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