Tired of stacks of business cards and never being able to find the right one? Then you need Symantec ACT! 2000, a contact management application. Bill Ferguson is your certified instructor in this Virtual Training Company tutorial. He will help you get more organized by showing you how to create contact records and a contact list, how to schedule your day, and how to use this information to create mail merges or transfer information onto letterhead and envelopes. After introducing you to the basics of ACT 2000, he will show you some more advanced uses, such as Sales Opportunity Management and Group Management. Go ahead and get started learning today! Simply click one of the topics below.
ACT! Terminology
What is Contact Management ACT! Screen Elements Contact Record Basics Browsing Records Scheduling Our Day
Scheduling Tools Lookup Basics The Contact List Customizing a Contact List Tag Mode Edit Mode Notes History Activities Alarms Schedule Activity Advanced Recurring Settings The Task List Task List Filters Managing From the Task List Using The Calendar Printing The Calendar Inserting a Contacts
Contact Basics Entering Information Duplicating Contacts Drop Down Lists Managing and Deleting Contacts
Putting It On Paper
Letters, Memos, and Faxes
ACT! Word Processor
Editing a Template
Creating a Template
Modifying Menus
MS Word in ACT! 2000
Creating Templates in Word
Mail Merges
Envelopes
Labels
Creating History and Attaching Documents
E-Mail Through ACT!
Contact Reports
Phone List and Contact Directory
Sales Report Basics
Sales Opportunity Management
The Sales Opportunity Tab
Modifying an Opportunity
A Closer Look at a Sales Opportunity
Creating a New Opportunity
Sales Stage Tracking
Completing the Sale
Sales Reports
Sales Funnel
Sales Graphs
Group Management Overview
Group Management
Groups vs. Lookups
Creating Groups
Group Rules
Subgroups
Group Notes
Customizing Contact Fields Overview
Customizing Contact Fields
Attributes
Creating a Drop-Down List
Copying a Drop-Down List
Triggers
Editing Preferences Overview
Editing Preferences
General Preferences
Colors and Fonts
Calendar Preferences
Scheduling Preferences
E-Mail Settings
Synchronization
Name Preferences
Spell Checking and Dictionaries
Startup Preferences
Dialer Preferences
Database Administration Overview
Database Administration
Creating a Securing Database
The Administrator Password
Defining Users
Database Maintenance - Re-indexing
Database Maintenance - Data Clean-up
Backing Up a Database
Restoring a Database
Deleting a Database
Productivity Tools
Productivity Tools Overview
Help Tools
Internet Links
Timer and Mini-Calendar
Dale Carnegie Training
Live Updates
Credits
About this Author