| Lesson name |
Time |
Description |
| Watch this First |
2:14 |
How to use the video lessons |
Opening the ACT! 9 demo database |
2:34 |
Open this database to try the lessons presented |
| Creating a new database, adding users |
4:10 |
Create a new ACT! database and if shared, add users |
| Touring the ACT! screen |
10:1 |
Learn what all the menus, tabs, icons and toolbars do |
| Converting a 3-6 ACT! database |
5:17 |
The tricks to converting an older version of ACT! |
| Adding a new contact |
13:06 |
Enter the new contact record the right way, how and why |
| Editing a field drop-down list |
2:23 |
Edit the entries on the drop down pick list for the field |
| Using Help |
2:57 |
Resources to get problems solved |
| Edit an Existing record |
:41 |
Fast and easy to make changes |
| Adding a note, using Preview |
3:51 |
Adding a note to the contact record and new in 2007, preview of notes |
| Creating a duplicate contact |
2:22 |
Saving yourself a typing chore |
| Creating a secondary contact |
2:16 |
Enter a name and other data for a person associated with the main contact |
| |
|
|
| FINDING CONTACTS |
|
|
| Lookup Basics |
7:40 |
With contacts entered, learn how to find them |
| Lookup and Narrow |
2:49 |
Locate a bunch of contacts and then narrow them |
| Lookup and Add to Lookup |
4:54 |
Find contacts in one zip code and add another set |
| Lookup Keyword Search |
3:05 |
Never lose a contact |
| Lookup Previous |
1:40 |
Toggle between contacts |
| Lookup Annual Event |
3:22 |
Locate records by birthdays, renewal dates etc. |
| |
|
|
| SCHEDULING |
|
|
| Schedule a phone call |
6:00 |
Let ACT! remind you to pick up the phone |
| Schedule a meeting |
3:16 |
Be prepared by giving yourself a heads up |
| Scheduling a Recurring Activity |
4:36 |
Weekly sales meetings, oil changes or anything that repeats can be easily scheduled in ACT! |
| Clearing activities |
2:05 |
The 2nd most important thing to do in ACT! |
| Dealing with alarms |
4:18 |
Make the right choice, when alarmed |
| Schedule a Private Activity |
1:55 |
Sharing a database does not mean sharing everything |
| Schedule a meeting with multiple contacts |
3:22 |
Two different ways to handle this activity |
| Activity Series |
8:23 |
Creating and applying a series of activities for follow-ups |
| |
|
|
| DAY TO DAY IN ACT! |
|
|
| Task List |
8:14 |
Success comes everyday using the Task List |
| Mini-calendar |
2:20 |
Oldie and a goodie in ACT! |
| |
|
|
| COMPANY RECORDS |
|
|
| Creating a company record |
7:49 |
Create a company record and linking a contact |
| Company Linking criteria |
5:22 |
Learn how to linking to company record works |
| Dynamic and Static company links |
2:50 |
Learn the difference and how to use each |
| |
|
|
| GET THE SALE STARTED |
|
|
| Create a sales opportunity |
4:36 |
Entering sales opportunities and modifying the products or services to fit your company |
| |
|
|
| E-MAIL VIA ACT! |
|
|
| Email Setup |
9:29 |
Setup ACT! email and change the template |
| Email via Outlook |
3:20 |
Connect directly to ACT! via Outlook |
| END OF CD 1 |
|
|
| Total time |
2 hours 37 minutes |
Over 2 and 1/2 hours of training on CD 1 |
