Access Networks

ACT! Level 1

Have a basic understanding of ACT! Premium:

• Create a database and navigating the database
• Adding users and important tips to be aware of
• Setting Preferences

Be able to work with contacts:

Look at the Contact Detail Window

Entering contact information and Attaching files to contact records

Share Notes and Histories Between Contacts

Using Secondary Contacts

Finding and sorting contacts and Saving Lookup

Knowledge on working with groups and companies:

• Using groups and Subgroups and Using the Groups List
• Creating, duplicating, and deleting groups and subgroups
• Finding groups and group information and Reorganizing groups
• Working with Company Records
• Converting groups to companies and Finding companies and company information
• Linking contacts to companies and Reorganising companies

The ability in scheduling activities and managing your calendar

• Setting up scheduling and calendar preferences
• Granting Calendar Access
• Viewing and printing calendars (5 Calendar Views)
• Granting scheduling access to other users
• Scheduling activities with contacts, groups and companies
• Responding to invitations & Creating and scheduling an activity series
• Recording completed activities & Working in the Task List
• Customising your activities & Managing resources
• Integrating ACT! and Outlook calendars

ACT! Level 2

Adding new records and relating records

Forecast and Track Sales Opportunities

Opening and working with opportunities and Forecasting sales opportunities

Managing opportunity processes and Implementing Opportunity Lookup.

Looking at Multiple Sales Processes

Creating Quotes and Looking at a Product List

Working with Documents

Setting up fax software and Specifying your word processor

Specifying the ACT! Word Processor

Working with and creating document templates and using the Documents tab

Be able to use your e-mail with ACT!

Opening e-mail and Writing and sending an e-mail

Receiving and reading e-mail messages & organising e-mail messages

Using Microsoft Outlook e-mail with ACT!

Using Mail Merge facility with Email and Documents

Using Internet Services

Accessing ACT! Web pages & Creating and managing favourite Internet links

Accessing references and research Web sites

Attaching a Web page to a contact

Producing Reports

Running contact, group or company reports

Running an opportunity report

Customising report templates & working with the Report Designer

ACT! Level 3

Synchronising your data

• User role permissions for synchronisation
• Understanding the synchronisation process
• Performing user tasks and synchronising data
• Verifying synchronisation and Disabling synchronisation

Customising Fields and Layouts

• Working with fields and user defined fields.
• Customising fields for Pictures, Yes/No, Memo, E-mail
• Customising layouts and Working with the Layout Design

Importing and Exporting Data

• User role permissions for importing and exporting data
• Using the Import Wizard and the Export Wizard
• Exporting ACT! list view data to Microsoft Excel

Management of the Database

• Managing user information &Updating and Maintaining a clean database
• Running database-wise reports and checking for and Eliminating Duplicate Records
• Making Global changes across the database

Setting Up Users and Teams

• Setting up a database for multiple users
• Determining your users’ roles and Understanding the 5 Security levels
• Identifying features and access by role
• Creating users and Creating Teams
• Understanding file attachments

Creating and Managing Databases

• Protecting your ACT! data and Locking the database
• Backing up your database and Restoring a database
• Performing database maintenance