Introduction to ACT! for Windows
All Versions

ACT! by Interact Commerce Corporation is the best selling contact management software on the market. It combines the functions of a database, word processing, and scheduling software into a fully integrated package.

Users can schedule Calls, Meetings, and Things To Do using the calendar feature, and be reminded automatically by ACT!

Customizable form letters, envelopes, and fax cover sheets are automatically addressed and can be printed, or faxed, from within ACT! Various progress reports can be customized and printed to monitor and maximize the use of the user's time.

This course includes tips and short cuts to make maximum use of the software as soon as possible. Over 75% of the class involves hands-on practice. By the end of the course, the participants will be able to:

• Load ACT! and lookup contacts by name, company, city, and other standard fields
• Edit contact information, correcting and adding data
• Edit company information, and add additional contacts
• New contacts, and delete unwanted records
• Schedule calls, meetings, and things to do
• Clear and record completed calls, meetings, and things done
• Write a customized form letter to one or many contacts
• Print envelopes, fax cover sheets
• Adjust the field variables on form letters and reports
• Lookup contacts by constructing your own criteria
• Use the phone feature to automatically dial contacts
• View today's, tomorrow's, or past things to do
• Create and view progress reports and forms
• Use the Automatic Timer feature to record time spent
• Make maximum use of ACT! to make maximum use of time.
• New Features of version 7.0

AGENDA / SCHEDULE

SIX BASIC SKILLS

1. Creating a new database

2. Inserting a contact

3. Looking up a contact by last name

4. Writing a letter

5. Scheduling a call

6. Printing Reports

INTRODUCTION TO ACT!

AGENDA / SCHEDULE

9:00 Load ACT! and lookup contacts by name, company, city, and other standard fields

9:30 Edit contact information, correcting and adding data

9:45 Add new contacts, and delete unwanted records

10:00 Schedule calls, meetings, and things to do

10:30 MORNING BREAK

10:45 Clear and record completed calls, meetings, and things done

11:15 Write a customized form letter to one or many contacts

11:45 Print envelopes, fax cover sheets

12:00 LUNCH BREAK

1:00 Adjust the field variables on form letters and reports

1:15 Lookup contacts by constructing your own criteria

1:45 Use the phone feature to automatically dial contacts

2:00 View today's tomorrow's, or past things to do

2:30 AFTERNOON BREAK

2:45 Create and view progress reports and forms

3:15 Use the automatic timer feature to record time spent

3:30 Use Execute Windows commands or other software from within ACT!

3:45 Summary, questions on making maximum use of ACT!