HOME |  | HELP  |  | SPINAMBA
actaddons
Search
Browse AddOns by: View products listed by Category View products for specific Industries Alphabetical listing of Products Products listed alphabetical by Manufacturer   Buy ACT! Add Ons here

 

Go back to CATEGORY listingsBACK

ACT! 2009 Training CD Outline

CD1 -- Beginning Lessons


Watch this First -- 2:14 -- A short lesson on how to use this training CD

Getting Started

Watch this First -- 2:14 How to use the training videos
Opening the Demonstration Database
-- 2:10 How to open the demonstration database for trying the exercises
Creating a new database, adding users -- 7:22 Creating a company database and adding the names of all the people who can log in.
Creating a new contact record -- 17:32 The right and wrong way to add new contact records to your ACT! database
Touring the ACT! screen -- 10:07 Get familiar with all the buttons, menus etc.
Selecting Layouts -- 1:28 Take a look a the different ways to display ACT! contact data
Editing an Existing contact record -- 0:48 Easy and intuitive, but a short example
Adding a Note -- 3:52 Much can be done with note entries, learn how
Editing existing drop down lists -- 1:38 Field drop down lists make it easy and efficient to enter contacts
Filters and Option settings for Notes and History -- 3:58 See notes and history data the way you prefer
Deleting a Contact record -- 1:17 Some do's and don'ts on deleting

Looking Up Contacts

Lookup Contact Basics -- 7:00 Lookup menu and the options there
Lookup by right-click -- 1:12 Find anything in ACT! in any field
Lookup by adding to or narrowing -- 4:38 Create combined lookups
Lookup Previous -- 1:22 New feature in ACT! 2009
Lookup by Annual Event -- 5:39 Find ACT ! Contact by birthday, anniversary or any annual event
Lookup by Contact Activity -- 2:55 Eliminate old records or reactivate dormant contacts
Lookup by Keyword -- 3:02 Cannot remember anything about the contact? Try this.

Scheduling Basics

Schedule a Phone Call -- 8:24 First step in making ACT! work for you
Starting your day in the Task List -- 4:19 Plan your work, work your plan in the Task List
Clearing Alarms -- 1:53 The options for dealing with alarms
Clearing Activities -- 2:05 Document what you have done properly
Scheduling Recurring Activities -- 3:10 Get that weekly sales meeting into ACT!
Scheduling with Multiple Contacts -- 2:34 Setup the meeting with all the players
Creating and scheduling an activity series -- 8:17 Automate your scheduling with pre-built activity series
Timing Scheduled calls -- 4:32 Track the amount of time on calls
Viewing the Mini-calendar -- 1:49 A hidden tool that you should try
Two crucial Scheduling Preference Settings -- 2:26 Always add these to you ACT preferences

Outlook Integration

Importing Outlook Contacts -- 6:07 Get your Outlook contacts into ACT
Outlook to ACT! email options -- 5:27 Set you email options properly
Sending Email via Outlook -- 2:40 Sending options
Outlook Calendar Integration -- 4:36 Combine your calendars properly
Creating A Sales Opportunity -- 6:57 Basics of how sales opportunies work

Database Care and Feeding

Backing Up your database -- 4:12 Cannot do this too often!
Maintenance and Purging the database -- 3:12 Every 30 days run this
Deleting and restoring a database -- 2:00 The way to eliminate a database and restore a backup
Making an empty copy of the Demonstration database -- 2:51 You might like this layout and structure so much you want it for your real database

Company Records

Creating a Company Record from a Contact -- 3:51 Easy way to start adding companies
Company Records Stuff you need to know -- 5:34 An Overview of why and how to use company records
Adding Divisions to a Company -- 1:44 Add multiple levels to a company
Linking a Contact to a Company -- 1:54 The different ways to link
Static Or Dynamic Company Linking -- 5:02 Create a formula to link contacts to companies
PotPourri
Creating a Contact from an Existing Record -- 1:48 Fastest way to enter multiple contacts
Creating-Promoting Secondary Contacts -- 3:31 When and why to enter a secondary contact
Working in the List View -- 7:40 A different way to work in ACT!
Working in the ACT! Calendars -- 4:08 Filtering, printing and editing activities from the calendar
Customizing the View Bar -- 1:49 Choose what and how you want the view bar displayed
Converting 6.0 ACT databases -- 5:06 For the hold-outs who have finally decided to upgrade
Converting 6.0 Layouts and Templates -- 2:30 Other things you can convert

Groups

Groups Records Overview -- 5:10 How to use groups, creating a new group
Group Creation using a Yes-No Field -- 3:27 Using a field to automatically add contacts to a group

PotPourri

Creating a Contact from an Existing Record -- 1:48 Fastest way to enter multiple contacts
Creating-Promoting Secondary Contacts -- 3:31 When and why to enter a secondary contact
Working in the List View -- 7:40 A different way to work in ACT!
Working in the ACT! Calendars -- 4:08 Filtering, printing and editing activities from the calendar
Customizing the View Bar -- 1:49 Choose what and how you want the view bar displayed
Converting 6.0 ACT databases -- 5:06 For the hold-outs who have finally decided to upgrade
Converting 6.0 Layouts and Templates -- 2:30 Other things you can convert

Go back to CATEGORY listingsBACK

CD 2 -- Advanced and Premium Lessons


Communications

Modifying the Letter Template -- 6:14 Make the letter template your own
Mail Merging Documents -- 4:50 Creating merge templates
Email merging with a web link -- 6:40 A feature of ACT! that no one knows about
Mail Merge to a Lookup, Group or Company -- 2:09 Choosing who to send your documents templates to
Writing a Letter and History Options -- 3:45 How to save letters you create

Advanced Scheduling

Creating a custom activity -- 2:54 Add your own activity types
Granting Calendar Access -- 1:43 Share your calendar and let other schedule on your behalf
Adding a Resource for Scheduling -- 0:57 Premium users can schedule a conference room
Field Triggers for applying an activity series -- 3:09 Automate your activity processes

Modifying the Database Structure

Modifying a User field and the Layout -- 14:56 Add a new filed to the database, change the layout
Adding a photo field -- 5:29 Tricky one!
Adding a custom command to a menu -- 6:26 Handy when you know

Dashboard Lessons

Dashboard Overview -- 4:04 Why use the dashboard and how to filter
Customizing the dashboard -- 5:05 Create your own view of the ACT! world-sales manager special

Working with Reports

Reports overview and adding a report to the menu -- 10.30 Which report to run and when, adding a favorite to the menu
Modifying the Phone list Report -- 6:03 Basic report customization

Synchronizing with ACT!

Setting up a Synching database -- 10:26 Connect your laptop to your desktop or remote sales team
PDA synchronization -- 1:56 Connect to Palm, Blackberry or Windows Mobile

Premium Version Topics

Creating teams for limited access -- 6:28 Determine who sees what records
Scheduling Resources/Teams with Invitations -- 3:03 Use ACT! to pick the open time for the big meeting
Dealing with Received Invitations -- 9:07 Using ACT! invitations
Setting field level security -- 8:09 Who can change which fields?

Potpourri

Opening a map to the contact, saving to the record -- 1:56 See where your client work or lives
Repairing your database with ACTDIAG -- 3:27 Basic ACT! database repair
Scanning for Duplicates and combining -- 5:25 One by one duplicate merging
Simple data export to Excel -- 2:11 Send the fields you want to Excel
Importing contacts with long notes -- 3:08 Mapping an import correctly
Simple data import from Excel -- 11:08 Determine the fields you need to import Excel data

 

Go back to CATEGORY listingsBACK


 


AddOnStore
CONTACT US  1-800-806-5281
Other AddOn Stores / GoldMine / Outlook
Copyright © 2013 SJR Productions, Inc.
All brands and product names are trademarks or registered trademarks of their respective companies.

 
AddOnStore   AddOnStore