ACT! 2000: Upgrade

Course Code: ACT00-U Time: 4 hours

Prerequisites: Extensive experience with ACT! 3 or 4

The Upgrade Starting ACT! The QuickStart Wizard Login Opening a Database ACT! Screen Elements Customizing the View Bar Layout Tabs Screen Layouts Filters Locating Contacts Keyword Searches Activities Calls, Meetings, and To-dos Activity Details Viewing Details Recurring Activities Activity Series The Task List Clearing Activities Inserting a Contact Record First Names and Last Names Drop-Down Fields Adding Items to a Drop-Down List Deleting Contacts

Sales Opportunities Sales Stages Editing Sales Opportunities Closing the Deal Sales Reports Sales Graphs and Funnels Groups Viewing a Group Subgroups Group Rules Choosing a Word Processor Internet Links SideACT! Quick and Easy Exit Appendix Creating a Database Using E-mail in ACT! Reminders Backups Controlling Display of Cleared Activities

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