Course length: 1 day
To run ACT! 2000, you will need a minimum of 16 megabytes (MB) of Random Access Memory (RAM) (32MB recommended), at least 50MB of free hard-disk space for a typical installation, and a 486 or faster processor (a Pentium 133MHz or higher is recommended). See your reference manual for hardware considerations that apply to your specific hardware setup.
In addition, you will need printers if you want to print the reports and documents created in the course.
Overview: Students will learn the fundamentals
of contact management using ACT! 2000.
Prerequisites: Windows 98: Introduction or equivalent knowledge.
Delivery method: Instructor-led, group-paced, classroom-delivery learning model with structured hands-on activities.
Benefits: Students will learn how to find and manage client information, schedule and keep track of activities with clients, and create word processing documents.
Target student: Students enrolling in this course should be familiar with the Windows 98
environment.
What's next: ACT! 2000: Introduction is the first course in this series. Students who want to learn advanced features can take ACT! 2000: Advanced.
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:
* Open an existing database and become familiar with the ACT! environment.
* Create and edit 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 tab and SideACT!
* Schedule and manage activities by using the calendar windows and the Task List window.
* Create, edit, and format a document by using the ACT! word processor.
Below is a table listing the new software features that are covered in ZD Education courseware:
|
|
Introduction |
|
Sales/Opportunities tab |
X |
|
Creating and working with subgroups |
X |
|
Creating and working with sales opportunities |
X |
Lesson 1: Overview of ACT!
Starting ACT!
Observing a Contact Database
Lesson 2: Creating a Contact Database
Creating a Contact Database
Editing a Contact Database
Printing an Address Book
Lesson 3: Locating Contacts
Finding Contacts
Viewing Contacts
Sorting Contacts
Lesson 4: Organizing Contacts
Categorizing Contacts
Grouping Contacts
Managing Contact Groups
Lesson 5: Scheduling Activities
Scheduling Activities in the Contacts Window
Managing Activities
Scheduling Recurring Activities
Creating Sales Opportunities
Lesson 6: Working with Activities in Other ACT! Windows
Working in the Calendar Windows
Working in the Task List Window
Using SideACT! to Manage Notes and Activities
Lesson 7: Creating Documents with the Word Processor
Creating a Letter
Formatting Documents
Viewing Other Templates