ACT! Foundation

1 Day

This course is designed for new users, for those wishing to refresh using ACT! and also those who are 'self-taught' but have used the software for some time. It includes shortcuts and ways of linking information from one section to another in ACT!.

There are no pre-learning requirements for this course.

TBC


 

Course Outline

Introduction and Creating a Database

  • ACT! as a Sales and Marketing tool
  • Creating a new database
  • Importing existing data 

Contacts

  • The Main Contact Screen, Toolbars and Tabs
  • Contact List View
  • Creating new contacts
  • Creating another contact in the same company
  • Editing and Deleting contact
  • Finding and sorting contacts
  • Using Tag Mode to select or deselect

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