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Only $149
1-User, Unlimited Viewing Per Year
Training Topics
Course Summary and Overview (6:42)- Identifying Key Elements of the ACT! Interface
- Launching ACT!'s Views
- Setting View Bar Options
- Launching Contact View Tabs
Manage Contacts (14:37)
- Add, Duplicate and Delete Contacts
- Add, Modify and Promote Secondary Contacts
Notes, History and Attachments (27:48)
- Add, Modify and Delete Notes
- Add, Modify and Delete History
- Attaching Files
- Creating Shortcuts to Files
- Emailing Files
Looking Up Contacts (32:52)
- Lookup All Contacts
- Lookup Basic Fields
- Lookup Other Fields
- Lookup Keywords
- Lookup Empty Fields
- Lookup By Example
- Lookup By Annual Event
- Lookup "Any" Field
- Lookup - Add To and Narrow Lookup
Managing ACT! Calendar (42:55)
- Viewing Calendar
- Mini Calendar
- Filtering Calendars
- Managing Activities - Contact Point of View
- Scheduling Activities
- Clearing Activities
- Clearing & Following Up
- Using History & Following Up
- Working the Calendar
- Filtering Calendar
- Scheduling from Calendar
- Rescheduling Activities
- Rescheduling using the Mini Calendar
- Using other Views
- Printing Calendars
- Working Task List
- Setting Preferences & Alarms
- Managing Alarms
- Roll-Over Activities
- Advanced Scheduling
- Recurring Activities
- Granting Calendar Access
- Scheduling for Others
- Resources
- Availability
- Events
- Email Activity
- Activity Series
- Customize Activity Types
Manage Opportunities (31:20)
- Adding Products
- Managing Processes
- Adding Opportunities
- Define Opportunity Fields
- Editing Opportunities
- Using Follow Up
- Closing Opportunities
- Opportunity List View
- GoTo Contact
- Using Filters
- Customizing and Sorting Columns
- Running Opportunity Reports
- Exporting to Microsoft Excel
- Built-In Reports
- Creating Contact Lookups
Manage Groups (24:02)
- Why Groups?
- Creating Groups
- Deleting Groups
- Promoting Groups
- Adding Current Lookup function
- Dynamic Membership
- Territory Management
- Groups based on Opportunities
- Running Group Reports and Lookups
- Advanced Group Techniques
- Big Picture View
- Attaching Documents to Groups
- Auditing Details
- Group Notes & History
- Project Management Techniques
Manage Company Records (13:23)
- Why Companies?
- Creating Companies
- Adding Static Members
- Dynamic Contacts
- Updating "Linked" Contacts
- Easy Lookups
- Lookup Company Fields
- Company Reports
- Limited Access
- Promoting or Demoting Company Records
- Adding Company Notes
- Adding Company History
- Company Documents
Mail Merge (15:41)
- Executing Mail Merge
- Setting Preferences
- Writing Basic Letters
- Writing Fax Cover Pages
- Writing Non-Generic Letters
- Editing Fax Cover Pages
- Creating Templates
- Using Your Template - One Person
- Using Your Template - Many Contacts
- Printing Labels
- Printing Envelopes
- Convert Existing Documents
Integrating ACT! and Email (50:02)
- Setup with Outlook
- Sending Email thru ACT!
- Managing Incoming Messages
- Creating New Contacts from Email
- Attaching Incoming Messages
- Sending Email to Current Lookup
- Email Templates
- Broadcast Email
Copying ACT! and Outlook Calendar (4:51)
Running Reports and Dashboards (22:56) ACT 2008 and 2009
- Running Reports
- Contact Reports
- Filtering Reports
- Notes/History Reports
- Phone List/Export to Excel
- Defining Filters
- Source of Referrals
- Group Reports
- Company Reports
- Opportunity Reports
- Pivot Table Report
- Dashboard Concept
- What are Dashboards?
- Running Dashboards
- Working the Panels
- Schedule at-a-Glance
- Activities by User
- Opportunity Pipeline by Status
- Opportunities by User
- Top 10 Opportunities
- Closed Sales to Date
- Customizing Dashboards
- Layout Settings
- Switching Dashboards
- Setting Preferences
Database Administration (20:55)
- Introduction to Administration
- Customizing Salutations
- Setting up Name Suffixes
- Customizing ID/Status
- Customizing Referred By
- Customizing Other Drop-Downs
- Database Backup
- ACT! Scheduler
- Restoring a Database
- Deleting Databases
- Adding New Users
- Removing Users
- Assigning Contacts to Teams
- Manage Teams
- Password Policy
- Resetting Password
- Database Check & Repair
- ACT! Scheduler (Premium Edition Only)
Our Customers are saying ...
"We have high turnover at our company and we always have our new hires sit through the video training. They can start using ACT right away and it is very cost effective."
B. Johnson GA
"I was very impressed with the quality of the training and I would recommend it to anyone."
"We liked the flexibility of being able to watch whenever we wanted. Our sales team travels all the time and it worked out great."
"I finally understand ACT. I spent all kinds of money and time in the past on books and only got frustrated. The video training offered through ACTorbit is the best."
"I was very impressed with the quality of the training and I would recommend it to anyone."
J. Keller VA
"We liked the flexibility of being able to watch whenever we wanted. Our sales team travels all the time and it worked out great."
P. Crowder FL
"I finally understand ACT. I spent all kinds of money and time in the past on books and only got frustrated. The video training offered through ACTorbit is the best."
K. Jackson TX
"I could watch at my own pace without feeling rushed. Why would anyone use any other training method."
"This was the best money we spent. ACTorbit always has the best products and services for ACT. We highly recommend to others."
C. Francis WA
"This was the best money we spent. ACTorbit always has the best products and services for ACT. We highly recommend to others."
S. Battle OH
"A+ for your videos. I purchase them every year for our company."
"A+ for your videos. I purchase them every year for our company."
L. Tyler NE
