| Duration: 7 hrs
Are you tired of stacks of business cards and never being able to find the right one? Then you need Symantec ACT! 2000, a contact management application. Author Bill Ferguson is your certified instructor in this CD Rom training tutorial. Bill helps you get more organised by describing how to create contact records and a contact list, how to schedule your day, and how to use this information to create mail merges or transfer information onto letterhead and envelopes. After familiarising you with the basics of ACT 2000, he shows you some more advanced uses, such as Group Management and Sales Opportunity Management.
ACT! Terminology
What is Contact Management
ACT! Screen Elements
Contact Record Basics
Browsing Records
Scheduling Our Day
Scheduling Tools
Lookup Basics
The Contact List
customising a Contact List
Tag Mode
Edit Mode
Notes
History
Activities
Alarms
Schedule Activity Advanced
Recurring Settings
The Task List
Task List Filters
Managing From the Task List
Using The Calendar
Printing The Calendar
Inserting Contacts
Contact Basics
Entering Information
Duplicating Contacts
Drop Down Lists
Managing and Deleting Contacts
Putting It On Paper
Letters, Memos, and Faxes
ACT! The Word Processor
Editing a Template
Creating a Template
Modifying Menus
MS Word in ACT! 2000
Creating Templates in Word
Mail Merges
Envelopes
Labels
Creating History and Attaching Documents
E-Mail Through ACT!
Contact Reports
Phone List and Contact Directory
Sales Report Basics
Sales Opportunity Management in Symantec ACT!
The Sales Opportunity Tab
Modifying an Opportunity
A Closer Look at a Sales Opportunity
Creating a New Opportunity
Sales Stage Tracking
Completing the Sale
Sales Reports
Sales Funnel
Sales Graphs
Group Management Overview in Symantec ACT!
Group Management
Groups vs. Lookups
Creating Groups
Group Rules
Subgroups
Group Notes
Customising Contact Fields Overview
Customising Contact Fields
Attributes
Creating a Drop-Down List
Copying a Drop-Down List
Triggers
Editing Preferences Overview
Editing Preferences
General Preferences
Colours and Fonts
Calendar Preferences
Scheduling Preferences
E-Mail Settings
Synchronization
Name Preferences
Spell Checking and Dictionaries
Startup Preferences
Dialer Preferences
Database Administration Overview
Database Administration in Symantec ACT!
Creating a Securing Database
Administrator Password
Defining Users
Database Maintenance - Re-indexing
Database Maintenance - Data Clean-up
Backing Up a Database
Restoring a Database
Deleting a Database
Productivity Tools in Symantec ACT!
Productivity Tools Overview
Help Tools
Internet Links
Timer and Mini-Calendar
Dale Carnegie Training
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