| Lesson name |
Time |
Description |
| GROUP LESSONS |
|
|
| Creating a Group and adding contacts |
5:08 |
Why and How to make a new group |
| Looking up the Group |
1:00 |
Find the group of contacts |
| Adding a single contact to a group |
1:26 |
Easy contact addition to the group |
| Exporting a Group to Excel |
1:34 |
Transfer the contacts to Excel |
| Groups and Subgroups |
1:34 |
Creating a sub-group |
| Converting old ACT! groups to Companies, deleting or moving groups |
3:40 |
Make companies out of groups, deleting or moving groups |
| How Group data works |
1:16 |
Extended data from the contact tabs |
| Dynamic and Static Group membership |
4:55 |
How ACT! can add contacts to a group automatically |
| |
|
|
| COMMUNICATIONS |
|
|
| Writing a Letter, history options |
2:28 |
Attaching a letter document to the contact via Word |
| Modifying the Letter template |
3:23 |
Add a logo, other merge data |
| How ACT! names a Word document |
:58 |
Understanding the naming process |
| Creating mail merge templates |
5:44 |
Creating templates for personalized mailings and then printing the envelopes or labels |
| |
|
|
| MODIFYING THE DATABASE STRUCTURE |
|
|
| Modify a User Field and the Layout Name |
4:43 |
2 step process to change the field and then to update the layout display |
| Add a new e-mail field |
6:09 |
Customizing the placement of new fields and objects |
| Deleting or adding tabs to the layout |
2:59 |
Customize what tabs are seen and the order of display |
| Field triggers |
3:50 |
Automate processes such as having ACT! apply an activity series to the contact when a specified field is changed |
| Updating the salutation for multiple contacts |
1:05 |
Change the salutation entry many contacts at once |
| Adding a Photo field |
4:01 |
Looks easy, but it can be tricky |
| |
|
|
| PREMIUM USERS STUFF |
|
Works with Premium version only |
| Limited Access for a Contact |
2:32 |
Individual or Team security |
| Invitations-sending and responding |
3:59 |
Asking contacts to join you |
| Scheduling company resources |
2:36 |
Which contacts can you see? |
| Calendar searching for meetings |
2:45 |
Default settings for remotes |
| Setting up Teams for limited access |
2:52 |
Team access levels |
| Lookup by Limited Access |
2:28 |
Who has access to which contacts? |
| Setting Field Level Security |
5:30 |
Determine who has access to a specified field and what level |
| |
|
|
| ADVANCED ACTIVITY LESSONS |
|
|
| Customized Activity Types |
3:27 |
Create activity types that best fit your business |
| Creating Events for the Company |
1:28 |
Company-wide activities |
| Granting calendar access |
1:24 |
Allow other users to view and or schedule for you |
| |
|
|
| POTPOURRI |
|
|
| Opening a map to the contact |
1:49 |
ACT! connect to Map Quest and shows you how to get there-attach to the contact record |
| Backing up your database |
2:50 |
Do this everyday-servers need special software |
| Activities roll-over on startup |
1:35 |
Set your preferences to never miss an activity |
| Deleting a database-careful! |
:54 |
Easy to do, and it is gone for good |
| Scanning for duplicates, combining |
3:22 |
Make 2 nearly identical contacts into a single record |
| Importing data from Excel |
10:01 |
Preparing the data and importing properly |
| Setting Preferences |
5:02 |
Customize ACT! settings |
| Updating multiple contacts |
2:57 |
Moving, copying updating field data |
| |
|
|
| REPORTS |
|
|
| Reports overview |
2:55 |
Which report do you need? |
| Notes and Histories Combined |
1:26 |
For users of ACT! prior to the 2005 version |
| Modifying an existing report |
5:07 |
Add the mobile phone number to the phone list report |
| |
|
|
| DASHBOARDS |
|
|
| Dashboard overview |
3:53 |
What is a dashboard and why do I need one? |
| Editing a dashboard component |
3:56 |
Modify an existing component, from the default dashboards, filtering |
| New Dashboard |
1:47 |
How to create a new dashboard |
| |
|
|
| |
BUY NOW |
|
| |
|
|
