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Topics covered on this tutorial video include:

ACT! Terminology

Scheduling Our Day

Inserting a 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

Symantec ACT! 2000 Video Tutorial

Title Symantec ACT! 2000 Training Tutorial

Author Bill Ferguson
Other Training Videos by this author

Duration 7 hours

Number of Videos 87

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