Back to Basics

• What is Contact Management?
• Starting up ACT!
• Opening the Database
• ACT! Screen Modules
• The Navigation Bar Menu
• Toolbar Buttons
• Layouts

Sorting Your Contacts

• Contact Record Basics
• The "My Record" Contact Record
• Contact Fields
• Inserting a New Contact Record
• Assigning Security
• Duplicating Contacts
• Changing Salutation Preferences
• Deleting Contacts
• Contact Record Level Security
• Locating Contacts
• The Contact List
• Sorting the Contact List
• Adding and Removing Columns
• Secondary Contacts
• Taking Notes
• Cleaning Up Duplicates

Lookups and Queries

• The Lookup Menu
• Lookup Variations
• Adding to Lookups
• Narrowing Lookups
• Keyword Searches
• Lookup Annual Events
• Tag Mode
• Lookup and Omit Tagged Records
• Lookup Secondary Contacts
• Lookup, Any fields
• Queries
• Lookup By Example
• Advanced Queries
• Previewing a Query
• More Criteria
• And/Or Revisited
• Grouping
• Deleting Query Files

You've Got E-Mail

• Receiving Mail
• Sending E-mails
• Attach an E-mail to a Contact
• Creating a Contact from an E-mail
• E-Mail Merge
• Formatting E-mail templates
• Creating the E-mail Template
• Create E-mail Message from Template
• Merging the E-mail Template
• One E-mail to Multiple Addresses

Working with Groups and Companies

• Groups
• Displaying a Group Lookup
• Manually Adding a Contact to a Group
• Switching View Bar Display
• Companies
• Creating & Populating a Group/Co
• Adding Multiple Contacts to Group/Co
• Linking Contacts to Companies
• Pushing Company Changes to Contacts
• Create a Contact from a Company
• Convert a Group to a Company
• Divisions and Subgroups
• Using the 'Up' Button
• Move or Promote a Division
• Cumulative Views of Notes, Histories, Note, History, Activity or Opportunity
• Associating Items with a Co/Group
• Changing Companies
• Filtering Tabs
• Lookup Companies or Groups

• Activities
• Calls, Meetings, and To-dos
• Invitations
• Calendar vs. Task List
• The Task List
• Modifying Scheduled Activities
• Clearing Activities
• Recording an Unscheduled Activity
• Scheduling-General Tab
• Scheduling for Multiple Contacts
• Alarms
• Scheduling-Recurring Activities
• Advanced Options
• Attachments
• Public vs. Private Activities
• Sending an E-mail reminder
• Granting Calendar Access
• Displaying Other Users' Activities
• Scheduling Activities using the
• Calendar
• Printing the Calendar
• Activity Series
• Sharing Outlook and ACT! Activities

Producing it on Paper

• Creating Letters, Memos, Fax Cover
• Pages
• Printing Documents
• Editing the Attached Document
• Saving Documents
• Custom Templates
• Creating a Custom Document
• Template
• Merging the Template with a Lookup
• Choosing a Word Processor
• Envelopes and Mailing Labels
• Merging the E-mail Template
• One E-mail…Lots of Addresses

Endless Opportunities

• Creating Opportunities
• Creating a Custom Process
• Creating Defined Product Lists
• Updating an Opportunity
• Creating a Quote
• Closing the Deal
• Opportunity Management
• Opportunity List View
• Lookup Opportunities
• Export to Microsoft Excel
• Opportunity Reports
• Opportunity Pipeline
• Opportunity Graph

The Documents Tab

• Attachments
• Opening and Editing Files
• Removing Files from the Documents
• Tab
• Map to Excel
• Mapping ACT! Fields into Microsoft
• Excel
• Preparing the Excel File
• Merging the Excel File

Critical Reporting

• Running and Designing Reports
• ACT! Reports
• The Structure of an ACT! Report
• Which Report Do I Want?
• Report Templates
• Report Filters