ACT!: Level 2
Class Outline:
Description:
In this course, students will use ACT! to perform advanced lookups and queries, manage documents and files, work with e-mail templates, and send a mass e-mail message. Students will also learn how to integrate ACT! and Outlook to send messages and share activities. Students will work with the Task List, creating custom activity types and priorities, work with the calendar feature, and learn how to manage opportunities.
Table of Contents:
Unit 1: Advanced lookups and queries
Topic A: Advanced queries
Topic B: Lookups by example
Topic C: Additional lookups
Topic D: Company lookups
Topic E: Group lookups
Topic F: Opportunity lookups
Unit 2: Performing a mail merge
Topic A: Working with document templates
Topic B: Personalizing document templates
Topic C: Performing a mail merge
Unit 3: Document and file management
Topic A: The Documents tab
Topic B: Attaching files
Unit 4: Sending mass e-mail messages
Topic A: Working with e-mail templates
Topic B: Performing a mass e-mail merge
Unit 5: Outlook integration
Topic A: Specifying Outlook and ACT! settings
Topic B: Sending messages to ACT! contacts
Topic C: Sharing ACT! and Outlook activities
Unit 6: Advanced activities
Topic A: Using the Task List
Topic B: Managing activity types and priorities
Topic C: Managing resources
Topic D: Working with multiple activities
Topic E: Scheduling an activity series
Topic F: Workgroup calendar features
Topic G: Setting activity preferences
Topic H: Printing a calendar
Unit 7: Opportunity management
Topic A: Viewing opportunities
Topic B: Adding and removing opportunities
Topic C: Generating quotes
Topic D: Exporting opportunities to Excel
Topic E: Managing the opportunity process
Topic F: Maintaining a product list