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ACT! 3
When I sat down to develop an outline for
our ACT! 3 class I was faced with a dilemma:
how do I make this class interesting and
informative to a broad audience of ACT!
users? As I pondered that, I realized there
are different types of ACT! users that would
benefit from this class.
 For
example, an individual salesperson whose
focus is purely on sales, a small business
owner who is responsible for everything, a
sales manager that is responsible for a
sales staff and accountable to upper
management. I can't forget the IT
department that doesn’t necessarily use ACT!
but is responsible for its upkeep. What are
the issues they face as everyday ACT! users
and how do you incorporate it into one
class?
I realized that it is virtually impossible
to create a single class to accommodate
everyone, so I decided that ACT! 3 will be
an overview of many things and our
individual on demand classes will go into
more depth.
In addition we will have tutorials that deal
with specific issues as they relate to ACT!.
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ACT! 3 Class Outline |
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Stage 3: Reviewing where you've
been |
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Working more Effectively &
Efficiently with ACT! |
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Fine Tuning Lookups |
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Groups: The Pros and Cons |
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Layout options |
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Reports |
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Reports vs. Lookups |
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Importing contacts from outside
sources |
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Handheld Devices |
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Backup your ACT! data (two ways) |
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ACT! addon products. |
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Keep it Simple |
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Permissions |
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Reviewing and implementing your
goals |
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Scheduling Tips |
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Sharing a Database |
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Taking ACT! with you. |
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The ACT! layout |
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To Sync (Synchronization) or not
to Sync? |
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GoToMyPC |
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Tools That compliment ACT! |
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ACT! Maintenance |
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Misc. |
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ACT! Assistants |
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Managing your sales manager |
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Lead by example |
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ACT! for Sales Managers |
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Getting Help |
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Extended Question & Answer
Period |
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