| Lesson name |
Time |
Description |
| Watch this First |
1.25 |
A short lesson on how to use this training CD |
Getting Started |
|
|
| Converting existing ACT! databases to 2005 |
8.39 |
Using the ACT! conversion wizard |
| Creating a new ACT! database |
2.44 |
How to create a new database |
| Adding new users to database |
4.27 |
How to share the database with multiple users |
| Getting Help |
1.25 |
Using the ACT! help system |
| Opening the demonstration database |
6.37 |
Opening the demonstration database to try the lessons |
| Navigating in ACT! |
6.20 |
An overview of the ACT! interface |
| Adding a new contact record to ACT! |
7.35 |
Adding new contacts |
| Adding a Note |
3.14 |
Adding notes to contacts |
| Editing a Drop-down |
1.18 |
Adding items to field drop down lists |
| Creating a Duplicate contact |
3.33 |
Copying an existing contact/deleting a contact |
| Scanning for Duplicate contacts |
1.48 |
Eliminate duplicate contact records |
| Creating secondary contacts |
2.14 |
Adding contacts to an existing contact |
Finding Contacts |
|
|
| Lookup Basics |
6.52 |
Finding your contacts the easy way |
| Lookup and Add to Lookup |
3.10 |
How to combine multiple lookups |
| Lookup and Narrow |
2.30 |
Drill down to find the exact contacts you want |
| Lookup Keyword |
4.08 |
Finding contacts you were sure you lost |
| Lookup Any Field |
1.20 |
Search an field quickly |
| Lookup Right-Click |
1.39 |
Shortcut to search |
| Lookup Annual Event |
3.14 |
Find birth dates, anniversaries etc. |
| Lookup Previous |
2.24 |
Toggle between contacts |
Scheduling |
|
|
| Schedule a Call |
5.14 |
How to get on the phone with your contacts |
| Schedule a Meeting |
3.19 |
How to get together for more business |
| Schedule a Recurring Activity |
6.11 |
Get to the sales meeting on time |
| Schedule an Activity |
2.02 |
Calendar company-wide activities |
| Schedule an Activity with Multiple contacts |
4.02 |
Meeting with a big group? See how to best schedule it |
| Schedule a Personal Activity |
1.58 |
On a shared database, keep private what should be private |
| Scheduling an Activity Series |
6.23 |
How to apply a series of different activities to a contact or many contacts |
| Handling Alarms |
1.44 |
Alarms are great, if used properly |
|
|
|
Day to Day working in ACT! |
|
|
| Starting your day with the Task List |
4.11 |
Check this list first everyday |
| Clearing Activities |
2.32 |
Finish the job and record it |
|
|
|
Company Records |
|
|
| Creating Company Records |
5.06 |
Link contact to companies |
| Adding a Division to a company |
2.05 |
Build a hierarchy of the company |
|
|
|
Sales Opportunities |
|
|
| Creating a Sales Opportunity |
4.54 |
Build your pipeline |
| Setting up the Sales Process-Product & Services List |
4.03 |
Enter your products/services and sales process |
| END OF BASIC LESSONS |
|
END OF BASIC LESSONS |
