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Act Level 1
 
Course Description    
Students will learn the basic skills necessary to begin using Act, including working with contacts and groups.  
Course Content Prerequisites

OCR
Cisco
Sage
COmTIA
BCS
ECDL
MCP

Lesson 1: Getting started
Introducing ACT!
Navigation
Closing databases
Lesson 2: Working with contacts
My Record
Creating and deleting contacts
Secondary contacts
Names and salutations
Inserting notes
Attaching files to a contact
Lesson 3: Companies and divisions
Adding and removing companies
Managing companies
Managing divisions
Lesson 4: Simple lookups
Performing simple lookups
Special lookups
Modifying lookups
Keyword searches
Lesson 5: Contact List view
Using Contact List view
Lookups in Contact List view
Customizing Contact List view
Integrating Microsoft Excel
Lesson 6: Groups
Creating and deleting groups
Changing group membership
Working with groups
Lesson 7: Activities
Calendar views
Scheduling activities
Completing activities
Lesson 8: Letters
Letter preferences
Template-based letters
Envelopes
Labels
Lesson 9: E-mail with Outlook
E-mail preferences
Composing e-mail messages in ACT!
Recording e-mail histories
Lesson 10: ACT! and the Internet
Web integration
Maps and driving directions
Lesson 11: Reports
Contact reports
Group and company reports
Opportunity reports
Printing an address book
Computers for Beginners
or equivalent knowledge.
Course Duration
7.5 hours
Study Methods Available
aIndividual Tuition
aGroup Training
x Distance Learning
Follow-on Courses
ACT Level 2
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