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

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

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