Act! 2007: Introduction

Learning Outcomes:

• Using the lists provided, create a contact database with efficiency and accurately.
• Successfully perform a lookup of contact information based on certain criteria in the Lesson Lab.
• Demonstrate expertise in using the different Calendar views and scheduling activities created in the Activity Lab.
• Create a contact sort routine correctly, given the information in the manual.

This first day in a two-part series will acquaint the new user with various features of Act! and how to use it most beneficially.

• Exploring ACT! 2007
• Managing a contact database
• Locating Contacts
• Finding, viewing, and sorting contacts
• Working with Calendars and Activities
• Organizing Sales Opportunities and Contact Activity
• Creating letters and memos
• Working with a Word Processor

Act! 2007: Introduction

During this class the student will open an existing database and become familiar with the ACT! 2007 environment. Enter new contacts into the database by creating and editing a database. Locate contact records by using the Lookup feature and the Contact List window. Organize and manage contact records by creating groups. Schedule and manage activities, notes, and records by using the Activities. Create, edit, and format a document by using the ACT! Word processor. Schedule and manage activities by using the calendar windows and the Task List view.

Class targeted to: Students wishing to extend their knowledge and usage of ACT!’s features of contact management.

Prerequisites: Windows: Introduction or equivalent knowledge.