| Lesson name |
Time |
Description |
| Watch this First |
2:10 |
A short lesson on how to use this training CD |
| GETTING STARTED |
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| Opening the demonstration database |
2:22 |
Opening the demonstration database to try the lessons |
| Tour of the ACT! screen |
7:47 |
An overview of the ACT! interface |
| Creating a new ACT! database |
5:21 |
How to create a new database, add users |
| Selecting the Layout |
1:37 |
Choose the layout that best fits your monitor |
| Filter setting for tabs |
4:33 |
Filtering the Notes/History and other data tabs |
| Create a new contact record |
7:07 |
Add a new contact record to your database |
| Editing a field drop down list |
:53 |
Add items to type-ahead lists |
| Editing an existing contact |
1:32 |
Change a contact, undo, delete a note |
| Add a note to a contact |
2:12 |
Add new note, format text |
| Preview off/on for Notes |
1:00 |
See more less of Notes and History tab |
| Creating a duplicate contact |
1:42 |
Same company, different person-add them fast to ACT! |
| Create a secondary contact |
1:49 |
Add and then promote to primary |
| Converting ACT! 3-6 databases |
9:37 |
Convert your existing data and the layouts and other files |
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| FINDING CONTACTS |
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| Lookup Basics |
6:08 |
Finding your contacts the easy way |
| Right-click to lookup a contact in any field |
1:09 |
Fast way to find a contact from any field |
| Lookup and Narrow |
1:31 |
Drill down to find the exact contacts you want |
| Lookup and Add to Lookup |
1:48 |
Add one lookup to another |
| Lookup using keyword search |
1:48 |
Find contacts you thought were lost |
| Lookup Previous |
:45 |
Toggle between 2 records |
| Lookup Annual Event |
1:50 |
Find birth dates, anniversaries etc. |
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| SCHEDULING |
|
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| Schedule a Call |
5:53 |
How to get on the phone with your contacts |
| Timing a call |
1:32 |
Track your phone time |
| Schedule a Meeting |
2:23 |
How to get together for more business |
| Schedule a Recurring Event |
3:35 |
Get to the sales meeting on time |
| Clearing a scheduled activity |
2:26 |
Use ACT! By doing this |
| Dealing with Alarms |
2:16 |
Snooze, reschedule, alarms |
| Scheduling a private activity |
1:18 |
On a shared database, keep it private |
| Schedule an Activity with Multiple contacts |
1:54 |
Meeting with a big group? See how to best schedule it |
| Creating an activity series |
7:49 |
Schedule a series of activities with all the trade show attendees |
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|
| DAY TO DAY WORKING IN ACT! |
|
|
| Starting your day with the Task List |
4:02 |
Check the Task List first everyday to leverage your ACT! Success |
| Ad-Hoc History recording |
1:43 |
Made an unscheduled call? Record it this way |
| Using the Mini-calendar |
1:41 |
A hidden ACT! Tool |
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| COMPANY RECORDS |
|
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| Creating Company Records from a contact record |
2:37 |
New company record already linked to a contact |
| Linking a contact to company |
2:45 |
Linking and unlinking a new contact |
| Static and Dynamic linking |
3:33 |
Important to understand the difference and how to set this up |
| Updating Linked contacts |
1:58 |
How a company record change affects linked contact records |
| Adding a Division to a company |
3:15 |
Build a hierarchy of the company |
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| SALES OPPORTUNITIES |
|
| Creating a Sales Opportunity |
6:27 |
Create a new sales opportunity, edit the sales cycle and the products |
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| E-MAIL VIA ACT! |
|
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| Connecting to Outlook Email |
4:13 |
Setting up ACT! To connect with Outlook |
| Setting ACT! History options |
1:15 |
How are emails recorded in ACT! When sent via Outlook? Make your choice. |
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BUY NOW |
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