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ACT! 1 Class Outline |
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Introduction |
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Loving Monday Mornings:
Making ACT! Work for You |
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Consulting vs. Training |
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Who
am I? |
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Why
ACT! |
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Why
are you here? |
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Software can be a giant
waste of time |
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Sales
| Small Business |
Glorified Rolodex |
Marketing | Accounting |
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The
most important rule for
ACT! users: its not
about the software |
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I’ve
made all the mistakes |
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If
you are not organized… |
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My
approach |
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History Lesson (very,
very, brief) |
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ACT!
(2000, 5.0 and 6.0)
versus ACT! (2005 and
2006,2007, 2008) |
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What
are your GOALS? |
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|
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Creating and opening a
database |
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Getting familiar with
ACT |
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Getting around ACT! |
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ACT!
Toolbars and Menus |
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The
My Record |
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Fields |
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Layouts |
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Modifying Layouts (brief
discussion) |
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Navigation Bar on Left |
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Previous | Next | First
| Last |
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Number of Contacts |
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Tabs |
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Notes |
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Stage
1: Entering Information
into ACT! |
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Salutation field |
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Screen Resolution |
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Inserting a new contact
(business card) |
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Importing contacts
(brief discussion) |
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Dropdown fields |
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Enter
a contact and make a
decision |
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The
most important ACT!
field |
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Prospects and Customers |
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Required fields |
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Types
of fields |
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Duplicate contacts |
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Edit
a contact |
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Let’s
take a step back for a
moment |
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My
contacts are in ACT!:
now what do I do? |
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Planning your day, week,
month or year |
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Scheduling calls,
Meetings and To-do’s |
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Recurring Activities |
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Finding contacts |
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GIGO |
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History |
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Activities |
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Calendars |
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Filters |
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Clearing Items |
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Contact list |
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Rescheduling Activities |
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Task
List |
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Task
List versus Calendars |
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To-do’s: are they worth
it? |
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What
happens when you clear
items? |
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Misc. items to get help
with |
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Preferences in ACT! |
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Layouts: Think before
you ACT |
Are
you trying to become more
organized? Are you trying to
sell more? Are you letting
customers and prospects fall
through the cracks because you
don’t have a good follow-up
strategy in place? The clearer
you are about what you want to
accomplish in your business, the
easier it is for us to help you.
ACT! is a good software program
that can be made great if we
know where you want to take it.
