ACT! 2010: Level 1

 

Course Specifications

Course number: ACT10-101
Course length: 1.0 day(s)

 

Course Description

Business contacts and information need to be properly maintained so that you can access or modify them whenever required. ACT! 2010 is a contact management system that will help you work with your business contacts, manage events, track related communications, and enhance your business relationships significantly.

 

Prerequisites:

To ensure your success, it is required that you have basic PC skills and an understanding of Microsoft® Windows®.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

explore ACT! 2010

create and manage a contact database

organize contacts

work with calendars and activities

organize sales opportunities

use the ACT! word processor to create documents you can use to communicate with contacts

 

Course Content

Lesson 1: Exploring ACT! 2010

Topic 1A: Explore and Navigate the ACT! 2010 Interface

Topic 1B: Access ACT! 2010 Help

 

Lesson 2: Managing a Contact Database

Topic 2A: Create a Contact Database

Topic 2B: Add Contacts to a Contact Database

Topic 2C: Lookup Contacts in a Database

Topic 2D: Edit Contacts

Topic 2E: Sort Contacts

Topic 2F: Print an Address Book

Topic 2G: Generate Contact Reports

 

Lesson 3: Organizing Contacts

Topic 3A: Create Companies from Contacts

Topic 3B: Group Contacts

Topic 3C: Manage Contact Groups

Topic 3D: Generate Group Reports

 

Lesson 4: Working with Calendars

Topic 4A: Work with Calendar Views

Topic 4B: Schedule Activities

Topic 4C: Manage Activities

Topic 4D: Look Up Annual Events

Topic 4E: Work in the Task List View

Topic 4F: Print a Calendar

 

Lesson 5: Organizing Sales Opportunities

Topic 5A: Create Sales Opportunities

Topic 5B: Assign Multiple Contacts to an Opportunity

Topic 5C: Look Up Contact Activity

 

Lesson 6: Working with the Word Processor

Topic 6A: Create a Document

Topic 6B: Edit a Document

Topic 6C: Format a Document

Topic 6D: Check Spelling

Topic 6E: Attach Documents