ACT Level 2

Students will learn advanced ACT! skills including performing mail merges and mass email merges.

Lesson 1: Advanced queries and lookups
Advanced queries
Lookups by example
Company lookups
Group lookups
Opportunity lookups
Other lookups
Lesson 2: Mail merge
Document templates
Personalizing document templates
Performing a mail merge
Lesson 3: Document and file management
The Documents tab
File attachments
Lesson 4: Mass e-mail messages
E-mail templates
Mass e-mail merges
Lesson 5: Advanced activities
The Task List
Activity types and priorities
Resources
Multiple activities
Scheduling an activity series
ACT! and Outlook activities
Lesson 6: Calendar settings
Workgroup calendar features
Calendar and scheduling preferences
Printing a calendar
Lesson 7: Opportunity management
Viewing opportunities
Adding and removing opportunities
Quotes
Exporting opportunities to Excel
The opportunity process
Maintaining a product list


Printable course details

ACT Level 1 or equivalent knowledge.

7.5 hours

Please contact us.

Excel, Access