ACT! 2007:
Advanced
Topic-Level Outline
Days: 1
Prerequisites: ACT!
2007: Basic, or equivalent experience
Unit 1: Advanced queries and lookups
Topic A: Advanced queries
A-1: Creating an advanced query
A-2: Saving an advanced query
A-3: Editing an existing query
Topic B: Lookups by example
B-1: Using the Lookup By Example feature
B-2: Searching multiple fields
B-3: Converting to an advanced query
Topic C: Company lookups
C-1: Performing a lookup on company fields
C-2: Saving a lookup as a company
Topic D: Group lookups
D-1: Finding all contacts that are members of a group
D-2: Finding a group by name
D-3: Searching on group fields
D-4: Saving a lookup as a group
Topic E: Opportunity lookups
E-1: Performing a lookup of all available opportunities
E-2: Looking up a specific opportunity by name
E-3: Looking
up an opportunity by other fields
E-4: Filtering the Opportunity List view
Topic F: Other lookups
F-1: Performing an annual events lookup
F-2: Performing a contact activity lookup
Unit 2: Mail merge
Topic A: Document templates
A-1: Creating a document template
A-2: Editing a document template
Topic B: Personalizing document templates
B-1: Inserting field placeholders
B-2: Inserting a My Record field placeholder
B-3: Running a letter template for a single contact
Topic C: Performing a mail merge
C-1: Narrowing a lookup to ensure complete data
C-2: Performing a mail merge for the current lookup
Unit 3: Document and file management
Topic A: The Documents tab
A-1: Adding a document to the Documents tab
A-2: Viewing an attached document
A-3: Removing a document from the Documents tab
Topic B: File attachments
B-1: Attaching a file to a contact record
B-2: Opening an attached file
Unit 4: Mass e-mail messages
Topic A: E-mail templates
A-1: Creating an e-mail template
A-2: Editing an e-mail template
Topic B: Mass e-mail merges
B-1: Looking up contacts with a non-empty E-mail field
B-2: Sending a mail e-mail message
Unit 5: Advanced activities
Topic A: The Task List
A-1: Filtering the Task List
A-2: Editing an activity in the Task List
A-3: Sorting the Task List
A-4: Changing Task List columns
Topic B: Activity types and priorities
B-1: Creating an activity type
B-2: Creating a custom activity priority
Topic C: Resources
C-1: Adding, editing, and removing a shared resource
C-2: Checking resource availability
C-3: Scheduling a resource
Topic D: Multiple activities
D-1: Scheduling an activity for multiple contacts
D-2: Scheduling a recurring activity
Topic E: Scheduling an activity series
E-1: Creating an activity series template
E-2: Editing an existing activity series template
E-3: Scheduling an activity series
Topic F: ACT! and Outlook activities
F-1: Updating ACT! and Outlook activities
F-2: Removing shared activities
Unit 6: Calendar settings
Topic A: Workgroup calendar features
A-1: Granting another user permissions for your calendar
A-2: Viewing your meeting invitations
Topic B: Calendar and scheduling preferences
B-1: Setting your calendar preferences
B-2: Setting your scheduling preferences
Topic C: Printing a calendar
C-1: Printing a standard calendar
C-2: Using the Quick Print feature
Unit 7: Opportunity management
Topic A: Viewing opportunities
A-1: Filtering your opportunity list
A-2: Looking up opportunities
A-3: Customizing the columns in the Opportunity List
A-4: Changing the name of an opportunity user field
Topic B: Adding and removing opportunities
B-1: Entering a new opportunity
B-2: Editing an existing opportunity
B-3: Closing an opportunity
B-4: Deleting an opportunity
Topic C: Quotes
C-1: Writing a quote for an opportunity
C-2: Editing a Word quote template
Topic D: Exporting opportunities to Excel
D-1: Exporting an opportunity list to Excel
D-2: Viewing PivotTables and charts
Topic E: The opportunity process
E-1: Creating an opportunity process
E-2: Modifying an existing opportunity process
E-3: Performing a lookup by opportunity stage
Topic F: Maintaining a product list
F-1: Adding new items to a centralized product list
F-2: Modifying a product list
F-3: Importing a product list