ACT!2000 - Introduction

Course Length: One-Day
Fees: Training at Client Offices: One delegate: £550 per-day + VAT
Additional delegates attending: £100 each per-day + VAT

Overview: ACT! is the best-selling contact manager used by more than 4 million professionals and 12,000 corporations worldwide. It is a full-featured database which can be customised to to meet your specific needs.

ACT!2000 Features:

	Stores complete contact information including name, company, phone numbers, addresses, websites, e-mail addresses, and much more
	Includes unlimited date and time-stamped notes for each contact to keep track of important conversations, commitments, and meeting notes
	Tracks completed activities for each relationship for a full record of meetings held, letters sent, e-mail sent, calls completed, and more
	Finds anyone or any detail quickly using the instant Lookup feature
	Uses Keyword searches to find other important information included in Notes and History, Sales Opportunities, and other areas of ACT!
	Easily mail merges letters, labels, faxes, and envelopes for personalised mass mailings and links all your correspondence to the associated contact. Includes pre-formatted templates or create your own
	Comes with standard reports for phone lists, activity reports, relationship histories, sales summaries, and more. Or, customise the reports to meet your specific needs
	Attach any file (price lists, memos, letters, presentations, contracts, and so on) to any contact record for instant access
	Includes an Internet e-mail client so you can create, send, and track e-mails to your contacts. You can also link to Microsoft Outlook and other e-mail programs Choose to attach the message to the contact’s record and create a history item noting when the e-mail was sent and what its contents were
	Automatically add new entries to drop-down lists in your most commonly used fields. Then select an entry from the list for fast, more accurate data entry
	Manage groups of contacts by interest, company, account, project, and more
	Create subgroups based on organisation structure, location, function, or any way you choose
	A single database can be shared by multiple users at the same time. Or, by using the database synchronization feature, multiple users can update a central database remotely so everyone is working from the same information

Benefits: You will learn how to find and manage client information, schedule and keep track of activities/appointments with clients, create groups, use the word-processor to easily generate documents, create and send email messages.

Performance-based objectives

	Open an existing database and become familiar with the ACT! environment
	Create and edit a database
	Locate contact records by using the Lookup feature and the Contact List window
	Organise and manage contact records by creating Groups
	Schedule and manage activities, notes, and records by using the Activities tab
	Schedule and manage activities by using the Calendar windows and the Task List window
	Create, edit, and format a document by using the ACT! Word-processor

Overview of ACT!

	Starting ACT!
	Observing a Contact Database

Creating a Contact Database

	Creating a Contact Database
	Editing a Contact Database
	Printing an Address Book

Locating Contacts

	Finding Contacts
	Viewing Contacts
	Sorting Contacts

Organising Contacts

	Categorising Contacts
	Grouping Contacts
	Managing Contact Groups

Scheduling Activities

	Scheduling Activities in the Contacts Window
	Managing Activities Scheduling Recurring Activities
	Creating Sales Opportunities

Working with Activities in Other ACT! Windows

	Working in the Calendar Windows
	Working in the Task List Window
	Using SideACT! to Manage Notes and Activities

Creating Documents with the Word Processor

	Creating a Letter
	Formatting Documents
	Viewing Other Templates

If you have other questions, please contact us at enquiry@it-uk.com or complete our response form