Course Title: Symantec ACT 2000



Tired of stacks of business cards and never being able to find the right one? Then you need Symantec ACT! 2000, a contact management application. Bill Ferguson is your certified instructor in this Virtual Training Company tutorial. He will help you get more organized by showing you how to create contact records and a contact list, how to schedule your day, and how to use this information to create mail merges or transfer information onto letterhead and envelopes. After introducing you to the basics of ACT 2000, he will show you some more advanced uses, such as Sales Opportunity Management and Group Management. Go ahead and get started learning today! Simply click one of the topics below.


Course Author/Expert: Bill Ferguson/Certified Instructor

Language: english

Full Online Training Available: Yes

Number of Course Movies: 87

Course Duration: 6.5 hours



Never has it been so easy to learn Symantec ACT 2000.
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No boring hard to follow books to read.
Learn from your own desk at a pace that suits you.
High quality affordable training that is easy to use and follow.
Use unique training methods, it makes learning easy no matter what your learning style.




Course Outline:



Straight away, you can go through the first three chapters of this tutorial. If you need all the lessons, then join the Online University - complete access to over five hundred and fifty courses right now for as long as you need them and even get an online university certificate. See below for details.




ACT! Terminology


What is Contact Management

ACT! Screen Elements

Contact Record Basics

Browsing Records


Scheduling Our Day


Scheduling Tools

Lookup Basics

The Contact List

Customizing a Contact List

Tag Mode

Edit Mode

Notes

History

Activities

Alarms

Schedule Activity Advanced

Recurring Settings

The Task List

Task List Filters

Managing From the Task List

Using The Calendar

Printing The Calendar


Inserting a Contacts


Contact Basics

Entering Information

Duplicating Contacts

Drop Down Lists

Managing and Deleting Contacts


Putting It On Paper


Letters, Memos, and Faxes

ACT! Word Processor

Editing a Template

Creating a Template

Modifying Menus

MS Word in ACT! 2000

Creating Templates in Word

Mail Merges

Envelopes

Labels

Creating History and Attaching Documents

E-Mail Through ACT!

Contact Reports

Phone List and Contact Directory

Sales Report Basics


Sales Opportunity Management


The Sales Opportunity Tab

Modifying an Opportunity

A Closer Look at a Sales Opportunity

Creating a New Opportunity

Sales Stage Tracking

Completing the Sale

Sales Reports

Sales Funnel

Sales Graphs


Group Management Overview


Group Management

Groups vs. Lookups

Creating Groups

Group Rules

Subgroups

Group Notes


Customizing Contact Fields Overview


Customizing Contact Fields

Attributes

Creating a Drop-Down List

Copying a Drop-Down List

Triggers


Editing Preferences Overview


Editing Preferences

General Preferences

Colors and Fonts

Calendar Preferences

Scheduling Preferences

E-Mail Settings

Synchronization

Name Preferences

Spell Checking and Dictionaries

Startup Preferences

Dialer Preferences


Database Administration Overview


Database Administration

Creating a Securing Database

The Administrator Password

Defining Users

Database Maintenance - Re-indexing

Database Maintenance - Data Clean-up

Backing Up a Database

Restoring a Database

Deleting a Database


Productivity Tools


Productivity Tools Overview

Help Tools

Internet Links

Timer and Mini-Calendar

Dale Carnegie Training

Live Updates









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