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ACT! Fundamentals Class Agenda

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USER PREFERENCES

MANAGING CONTACTS

The Contact Detail view

Entering contact information

The Contact List

Organizing contacts into groups and companies

NOTES AND HISTORIES

Notes

Histories

Finding information in notes and histories

ACTIVITIES

Scheduling activities

Responding to invitations (Premium product only)

Viewing activities

Changing the activities display (filtering)

Recording completed activities

OPPORTUNITIES

Sales processes and stages

Viewing opportunities

Creating opportunities

FINDING INFORMATION

Methods for finding information

Finding information using lookups

Re-using contact lookups

Looking up tagged contacts

PRINTING REPORTS