Course Specifications
Course number: 084082
Software: ACT!® 2009
Course length: 1.0 day(s)
Course Description
In the fast-paced corporate environment, you need to quickly
and efficiently correspond with your clients, customers, business partners,
managers, and colleagues. To meet your business requirements, you would need
to properly maintain the list of contacts and information so that you can
access or modify them at any time. ACT!® 2009 is a contact management
system that will help you work with your business contacts, manage events,
track related communications, and enhance your business relationships significantly.
Course Objective: You will launch ACT! 2009 and use it to create a new database, to
which you will add contacts. You will find and sort contacts, categorize contacts,
schedule activities, manage tasks and conflicts, and work with recurring activities
and documents. You will then create sales opportunities for contacts and schedule
annual events.
Target Student: This course is intended for corporate users, small business owners,
and government, medical, education, and nonprofit entities.
Prerequisites: To ensure your success, it is recommended that you have
basic PC skills and an understanding of the Microsoft® Windows® operating
system.
Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Hardware Requirements
- Intel® Pentium® IV Processor (1.8 Ghz) or above.
- Minimum 512 MB of RAM.
- Minimum 2 GB of available hard disk space.
- A CD-ROM drive.
- SVGA (1024 x 768) or higher monitor resolution.
- A working Internet connection.
Platform Requirements
- Microsoft® Windows® XP Professional (Service Pack 2)
Software Requirements
- ACT!® 2009.
- Adobe Acrobat® Reader® 6.0 or later version.
- Microsoft® Internet Explorer® 6.0 or later version.
- Printer drivers.
- Microsoft® Outlook®.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- explore ACT! 2009.
- manage a contact database.
- organize contacts.
- work with calendars and activities.
- organize sales opportunities.
- use the word processor in ACT! to create documents necessary
to communicate with their contacts.
Course Content
- Lesson 1: Exploring ACT! 2009
- Topic 1A: Explore the ACT! Interface
- Topic 1B: Access the ACT! Help System
- Lesson 2: Managing a Contact Database
- Topic 2A: Create a Contact Database
- Topic 2B: Add Contacts to a Contact Database
- Topic 2C: Locate Contacts in a Database
- Topic 2D: Edit Contacts
- Topic 2E: Sort Contacts
- Topic 2F: Print an Address Book
- Topic 2G: Generate Contact Reports
- Lesson 3: Organizing Contacts
- Topic 3A: Create Companies from Contacts
- Topic 3B: Group Contacts
- Topic 3C: Manage Contact Groups
- Topic 3D: Generate Group Reports
- Topic 3E: Communicate Using Email
- Lesson 4: Working with Calendars
- Topic 4A: Work with Calendar Views
- Topic 4B: Schedule Activities
- Topic 4C: Manage Activities
- Topic 4D: Look Up Annual Events
- Topic 4E: Work in the Task List View
- Topic 4F: Print a Calendar
- Lesson 5: Organizing Sales Opportunities
- Topic 5A: Create Sales Opportunities
- Topic 5B: Assign Multiple Contacts to an Opportunity
- Topic 5C: Look Up Contact Activity
- Lesson 6: Working with a Word Processor
- Topic 6A: Create a Document
- Topic 6B: Edit a Document
- Topic 6C: Format a Document
- Topic 6D: Check Spelling
- Topic 6E: Attach Documents