ACT! 2000: Introduction

Course description

Overview: Students will learn the fundamentals of contact management using ACT! 2000.

Prerequisites: Windows 98: Introduction or equivalent knowledge.

Performance-based objectives

Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*           Open an existing database and become familiar with the ACT! environment.

*           Create and edit a database.

*           Locate contact records by using the Lookup feature and the Contact List window.

*           Organize and manage contact records by creating groups.

*           Schedule and manage activities, notes, and records by using the Activities tab and SideACT!

*           Schedule and manage activities by using the calendar windows and the Task List window.

*           Create, edit, and format a document by using the ACT! word processor.

Course content

Lesson 1: Overview of ACT!

Starting ACT!

Observing a Contact Database

Lesson 2: Creating a Contact Database

Creating a Contact Database

Editing a Contact Database

Printing an Address Book

Lesson 3: Locating Contacts

Finding Contacts

Viewing Contacts

Sorting Contacts

Lesson 4: Organizing Contacts

Categorizing Contacts

Grouping Contacts

Managing Contact Groups

Lesson 5: Scheduling Activities

Scheduling Activities in the Contacts Window

Managing Activities

Scheduling Recurring Activities

Creating Sales Opportunities

Lesson 6: Working with Activities in Other ACT! Windows

Working in the Calendar Windows

Working in the Task List Window

Using SideACT! to Manage Notes and Activities

Lesson 7: Creating Documents with the Word Processor

Creating a Letter

Formatting Documents

Viewing Other Templates