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ACT! Anytime Learning: ACT! Essentials 1-yr
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|ACT! Anytime Learning: ACT! Essentials Library|
The Act! Essentials Library is a collection of online training videos that teach basic Act! tasks. These videos are recorded so they’re available whenever you have the time and access to the Internet. Whether you use Act! on your desktop or via the web, you can learn about new features, quickly get answers to questions, or train new employees with just the click of a button.
Learn how to:
•Manage relationships by keeping everything—
phone numbers, emails, conversation notes, meeting and activity history, documents, social media profiles, and more—
in one, organized place.
•Use a variety of search tools to instantly access the exact customer relationship details you need.
•Increase productivity by scheduling new activities, automating routine tasks with Smart Tasks, and tracking past activities as history within each customer’s relationship details.
•Integrate with Microsoft Outlook to create contacts, create activities, and attach messages to contacts all from your Inbox!
•Sell more by managing leads from first interaction through close using out-of-the-box sales stages or a process you customize.
•Measure results using 50+ reports and dashboards, or for deeper analysis, export data to Microsoft®
•Share relationship details across your business with data-sharing and synchronization options for teams of multiple sizes.
List of Topics
•What’s New in Act!
Working with Contacts
•Using the Setup Assistant
•Using the Contact List
•Creating Secondary Contacts
•Exploring the Web Info Tab
•Using Basic Lookups
•Finding Data with Universal Search
•Performing a Typical Import
Scheduling Your Day
•Scheduling Recurring Activities
•Using the Calendar
•Using the Task List
•Sending Activity Email
•Managing Tasks with Act! Scratchpad
Working With Email
•Setting Up Email Integration
•Using Act! Email
•Managing Act! Email
•Setting Up Outlook Integration
•Sending Mail Using Outlook
•Managing Your Outlook Inbox
•Synchronizing Contact/Calendar Data
•Creating Contact Sync Sets
Writing in Act!
•Writing in Act!
•Performing a Mail Merge
Integrating with Google
•Configuring Google Calendar Integration
•Configuring Google Contact Integration
•Creating Google Contact Sync Sets
•Configuring Gmail History Integration
•Using the Opportunity List
•Utilizing Opportunity Graphs and Reports
•Creating Smart Task Templates
•Creating Smart Task Steps
•Running Smart Tasks
•Running Tasks Offline
•Viewing Smart Task Status
•Viewing and Creating Reports
•Using the Dashboard
•Filtering the Dashboard
Groups and Companies
•Sharing Act! Data
•Setting up Sync with the Sync Wizard
•Enabling Application Synchronization
•Creating a Remote Database
•Restoring a Remote Database
•Setting Up an Account
•Accessing Contact and Company Data
•Creating an Email Campaign
•Setting up Act! Connect
Act! Premium Mobile
•Managing Contacts with Premium Mobile
•Managing Activities with Premium Mobile
•Managing Opportunities with Premium Mobile
•Managing Notes and History with Premium Mobile