ACT! 2009: Level 2
Class Outline:
Description:
This ILT Series course, rated 4.9/5.0 in overall quality by ProCert Labs, builds on the concepts and skills taught in ACT! 2007: Basic. Students will perform advanced lookups and queries, work with document and e-mail templates, and perform mail merges. They will also learn advanced document and file management techniques, and they will use the Task List to create and customize activities and resources. Finally, students will learn about calendar access settings, and they will create opportunities, write quotes, and work with product lists. Comes with CertBlaster pre- and post-assessment software (download).
Prerequisites: ACT! 2007: Basic, or equivalent experience
Unit 1 : Advanced queries and lookups
Topic A: 0 Advanced queries
A-1: Creating an advanced query
A-2: Saving an advanced query
A-3: Editing an existing query
Topic B: 0 Lookups by example
B-1: Using the Lookup By Example feature
B-2: Searching multiple fields
B-3: Converting to an advanced query
Topic C: 0 Company lookups
C-1: Performing a lookup on company fields
C-2: Saving a lookup as a company
Topic D: 0 Group lookups
D-1: Finding all contacts that are members of a group
D-2: Finding a group by name
D-3: Searching on group fields
D-4: Saving a lookup as a group
Topic E: 0 Opportunity lookups
E-1: Performing a lookup of all available opportunities
E-2: Looking up a specific opportunity by name
E-3: Looking up an opportunity by other fields
E-4: Filtering the Opportunity List view
Topic F: 0 Other lookups
F-1: Performing an annual events lookup
F-2: Performing a contact activity lookup
Unit 2 : Mail merge
Topic A: 0 Document templates
A-1: Creating a document template
A-2: Editing a document template
Topic B: 0 Personalizing document templates
B-1: Inserting field placeholders
B-2: Inserting a My Record field placeholder
B-3: Running a letter template for a single contact
Topic C: 0 Performing a mail merge
C-1: Narrowing a lookup to ensure complete data
C-2: Performing a mail merge for the current lookup
Unit 3 : Document and file management
Topic A: 0 The Documents tab
A-1: Adding a document to the Documents tab
A-2: Viewing an attached document
A-3: Removing a document from the Documents tab
Topic B: 0 File attachments
B-1: Attaching a file to a contact record
B-2: Opening an attached file
Unit 4 : Mass e-mail messages
Topic A: 0 E-mail templates
A-1: Creating an e-mail template
A-2: Editing an e-mail template
Topic B: 0 Mass e-mail merges
B-1: Looking up contacts with a non-empty E-mail field
B-2: Sending a mail e-mail message
Unit 5 : Advanced activities
Topic A: 0 The Task List
A-1: Filtering the Task List
A-2: Editing an activity in the Task List
A-3: Sorting the Task List
A-4: Changing Task List columns
Topic B: 0 Activity types and priorities
B-1: Creating an activity type
B-2: Creating a custom activity priority
Topic C: 0 Resources
C-1: Adding, editing, and removing a shared resource
C-2: Checking resource availability
C-3: Scheduling a resource
Topic D: 0 Multiple activities
D-1: Scheduling an activity for multiple contacts
D-2: Scheduling a recurring activity
Topic E: 0 Scheduling an activity series
E-1: Creating an activity series template
E-2: Editing an existing activity series template
E-3: Scheduling an activity series
Topic F: 0 ACT! and Outlook activities
F-1: Updating ACT! and Outlook activities
F-2: Removing shared activities
Unit 6 : Calendar settings
Topic A: 0 Workgroup calendar features
A-1: Granting another user permissions for your calendar
A-2: Viewing your meeting invitations
Topic B: 0 Calendar and scheduling preferences
B-1: Setting your calendar preferences
B-2: Setting your scheduling preferences
Topic C: 0 Printing a calendar
C-1: Printing a standard calendar
C-2: Using the Quick Print feature
Unit 7 : Opportunity management
Topic A: 0 Viewing opportunities
A-1: Filtering your opportunity list
A-2: Looking up opportunities
A-3: Customizing the columns in the Opportunity List
A-4: Changing the name of an opportunity user field
Topic B: 0 Adding and removing opportunities
B-1: Entering a new opportunity
B-2: Editing an existing opportunity
B-3: Closing an opportunity
B-4: Deleting an opportunity
Topic C: 0 Quotes
C-1: Writing a quote for an opportunity
C-2: Editing a Word quote template
Topic D: 0 Exporting opportunities to Excel
D-1: Exporting an opportunity list to Excel
D-2: Viewing PivotTables and charts
Topic E: 0 The opportunity process
E-1: Creating an opportunity process
E-2: Modifying an existing opportunity process
E-3: Performing a lookup by opportunity stage
Topic F: 0 Maintaining a product list
F-1: Adding new items to a centralized product list
F-2: Modifying a product list
F-3: Importing a product list