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Introduction to ACT!

Introduction to ACT!

Monthly Event - Third Thursday of every month


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Ticket Information
Ticket Type Sales End Price Fee Quantity
Non-member   more info 3 hours before event $129.00 $0.00 N/A
Event Details

This live, web-based, instructor-led course is great for those who are new to ACT! and want to gain a quick understanding of the basic functions.  This is the class you should take if you need to quickly get up and running with ACT!.

This is an online course conducted via GoToMeeting, a web-based conference tool and a live conference call. You will be able to view the trainer's computer screen as the trainer progresses through the class agenda.  This class is designed to be interactive, so you will be able to questions during training.

This class is offered by Southern Software Solutions and taught by an ACT! Certified Trainer.  The class is limited to 10 students.

Prerequisites for this Course

  • Basic Computer Skills
  • Basic Microsoft Office Skills

** You do NOT need to have ACT! installed on your computer to participate in this class.

Please be on time!  Class starts promptly at 8:30 a.m.

COURSE OUTLINE

8:30 - 8:40 - Introductions 

  • Introductions
  • Agenda Overview

8:40 - 9:20 - Getting Started

  • Navigating the ACT! Views
  • ACT! Views
  • ACT! Tabs
  • Create a Database
  • "My Record"
  • Questions and Answers
9:20 - 10:20 - Managing Contacts
  • Add/Change/Delete Contacts
  • Duplicating Contacts
  • Look ups - Finding Contacts
  • Groups
  • Questions and Answers

10:20 - 10:40 - Break

10:40 - 11:45 - Activities & History
  • Scheduling Activities
  • Clearing Activities
  • Notes vs. History
  • Attaching Files
  • Using the Calendar
  • Using the Task List
  • Questions and Answers

11:45 - 12:00 - Wrap Up

  • Tools & Reference Materials
  • Agenda Review

When
Multiple dates are available for this event.

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Where
GoToMeeting

Google | Microsoft | Yahoo

Hosted By

Southern Software Solutions

Southern Software Solutions provides sales, service, training, and support for ACT!, the #1 selling contact and customer management software by Sage Software. The trainer is an ACT! Certified Consultant and Premier Trainer.

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