ACT! 2009: Level 1
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