Everyday
What's Contact and Customer Management Software?
Starting ACT!
Log on
Opening a Database
Setting Up For Class
Opening Other Databases
ACT! Screen Elements
The Navigation Bar Menu
Toolbar Buttons
Layouts
Layout Tabs
Sizing the Contact Detail Window
Contact Record Basics
The “My Record” Contact Record
My Record
An Overview of Security Roles
Contact Fields
Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your Contacts
Locating Contacts
Browsing Records
The Contact List
Sorting the Contact List
Adding and Removing Columns
The Lookup Menu
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Secondary Contacts
Printing Lookups
Lookups on Secondary Contact Fields
Promoting From Within
Taking Notes

Working Your Schedule
Activities
Calls, Meetings, and To-dos
Invitations
Responding to an Invitation
Using the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
More on Mini-calendars
Modifying the Navigation Bar
Calendar vs. Task List
The Task List
Filtering the Task List
Creating a Lookup From the TaskList (or Calendar)
Task List Pop-ups
Modifying Scheduled Activities
Clearing Activities
Deleting a Note or History
Recording an Unscheduled Activity to History
Recording History to Multiple Contacts
History vs. Notes
Scheduling-General Tab
Scheduling for Multiple Contacts
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Sending an E-mail reminder
Scheduling Activities for Other ACT! Users
Displaying Other Users’ Activities
Scheduling Activities using the Calendar
Printing the Calendar
Roll Over
Sharing Microsoft Outlook and ACT! Activities
Automatically Sync Outlook with the ACT! Scheduler
Events

Working With Paper
Creating Letters, Memos, and Fax Cover Pages
Printing Documents
Editing the Attached Document
Custom Templates
Creating a Custom Document Template
Merging the Template with a Lookup
Envelopes and Mailing Labels
Choosing a Word Processor
New Menu Item in Word
ACT! Reports
ACT! Reports
Which Report?

Working with E-mail
ACT!'s E-mail
Setting Up Your E-mail System in ACT!
Understanding the ACT! E-mail Window
Sending E-mail from ACT! E-mail Window
Send/Receive Button
ACT! Can Make You Glad You Use Outlook
Adding ACT! Address Book to Outlook
Setting Up the Default History Option for Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Creating an Activity from an E-Mail
E-Mail Merge
Creating the E-mail Template
Merging the E-mail Template
Sending an E-mail to Group or Company Members
One E-mail…Lots of Addresses

Working with Internet Services
The Internet
Internet Services Icon
View, Internet Services
Attaching Web Pages

Working in the Documents Tab
Attachments
Adding File Shortcuts to Notes
Opening and Editing Files
Removing Files from the Documents Tab

Working With Groups & Companies
Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating and Populating a Group or Company
Adding Multiple Contacts to a Group or Company
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Company Changes Back to Contacts.
Pulling Changes from the Company Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Manually Sharing Items with a Company (or Group)
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with Opportunities
Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunity List View
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph

Working with Synchronization
Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up a Sync Schedule
Set up a Sync Schedule with the ACT! Scheduler
Using the Subscription List in a Remote Database