 |
Getting Started with ACT!
 |
The Menus |
 |
The Toolbar |
 |
The Status Bar |
|
 |
Working with ACT!
 |
Moving around the Database |
 |
The Contact Screens |
 |
Viewing Records |
 |
Adding Contacts |
 |
Deleting Contacts |
 |
Searching & Sorting |
 |
Contact List |
|
 |
Using Lookups
 |
Simple Lookups |
 |
Lookup By Example |
 |
Keyword Searches |
|
 |
Creating Groups and Sub-groups
 |
Group Membership |
 |
Membership Rules |
|
 |
Working with Companies
 |
Company List |
 |
Assigning Membership |
 |
Adding a Division |
 |
Attaching Notes, Activities, Opportunities and
Files |
|
 |
Working with Notes |
 |
Using your History |
 |
Sales Opportunities
 |
Exporting to Excel |
|
 |
Managing your Day
 |
Scheduling a Phone Call |
 |
Scheduling a Meeting |
 |
Scheduling a To-Do |
 |
Using the Timer |
 |
Task List |
 |
Using Calendars |
 |
Synchronising your calendar with Outlook |
|
 |
Letters and Faxes
 |
Word Processing |
 |
Sending Mailshots |
 |
Using E-Mail |
|
 |
Reports
 |
Activity Reports |
 |
Sales Reports |
 |
Other Reports |
|