ACT! 2010 Essentials

Introduction
Introduction
What ACT! does
Knowing the five ACT! flavors
Setting up a demo database

1. Getting Your ACT! Together
Learning a few database concepts
Navigating through ACT!
Using the Setup Assistant

2. Putting Your Database to Work
Adding new contact records
Modifying an existing ACT! record
Looking up contact information
Using additional contact lookups

3. Using ACT! to Improve Your Memory
Creating an ACT! note
Creating a history
Scheduling an activity
Reviewing the task at hand
Clearing activities

4. Reporting on Your Progress
Working with dashboards
Running reports
Customizing a list view

5. Merging Information into a Document
Understanding the mail merge
Creating a template
Performing a merge
Creating labels
Emailing contacts
Integrating with Outlook

6. Developing an E-Marketing Campaign
Introduction to ACT! e-marketing
Creating an email template
Sending an e-blast
Analyzing the results of an e-marketing campaign
Creating a survey
Creating a web form
Creating a drip marketing campaign

7. Using the Web to Build Your Database
Navigating in the Web Info tab
Using the Web Info tab to research your contacts
Creating new web links

8. Working with Sales Opportunities
Introduction to opportunities
Creating opportunities
Modifying the product list
Creating sales stages
Viewing the opportunity list

9. Grouping Your Contacts
What is a group?
Creating a group
Finding your way around in the groups

10. Creating Company Records
What is a company?
Creating company records

Conclusion
Reviewing add-on products
Goodbye