Topic-Level Outline
Days: 1
Prerequisites: Windows
XP: Basic, or equivalent experience
Unit 1: Getting started
Topic A: Introducing ACT! for Web
A-1: Starting ACT! for Web
A-2: Examining the ACT! window
Topic B: Navigation
B-1: Using database navigation techniques
B-2: Locating specific data
Topic C: Logging out
C-1: Closing a database and closing ACT!
Unit 2: Working with contacts
Topic A: My Record
A-1: Looking up My Record
Topic B: Creating and deleting contacts
B-1: Adding a new contact to the database
B-2: Duplicating an existing contact
B-3: Permanently deleting a contact
B-4: Deleting multiple contacts in one step
Topic C: Secondary contacts
C-1: Adding a secondary contact
C-2: Editing and deleting a secondary contact
C-3: Promoting a secondary contact
Topic D: Names and salutations
D-1: Specifying a contact’s first, middle, and last names
D-2: Setting name preferences
Topic E: Inserting notes
E-1: Inserting a note for a contact
Topic F: Attaching files to a contact
F-1: Attaching a file to a contact record
F-2: Launching and viewing an attached file
Unit 3: Companies and divisions
Topic A: Adding and removing companies
A-1: Adding a new company record
A-2: Deleting a company record
Topic B: Managing companies
B-1: Associating a contact with a company
B-2: Updating address data automatically
Topic C: Managing divisions
C-1: Adding a new division
C-2: Adding contacts to a division record
Unit 4: Simple lookups
Topic A: Performing simple lookups
A-1: Using the Lookup fields to perform simple lookups
Topic B: Special lookups
B-1: Looking up contacts with a non-empty field value
B-2: Looking up contacts with an empty field
B-3: Performing a greater than lookup
Topic C: Modifying lookups
C-1: Replacing the current lookup
C-2: Adding criteria to a lookup
C-3: Narrowing an existing lookup
Unit 5: Contact List view
Topic A: Using Contact List view
A-1: Sorting contacts in Contact List view
A-2: Navigating to specific contacts in Contact List view
Topic B: Lookups in Contact List view
B-1: Performing a lookup of tagged contacts
B-2: Omitting tagged contacts from the current lookup
Topic C: Customizing Contact List view
C-1: Adding a column to Contact List view
C-2: Removing a column from Contact List view
C-3: Changing the column order
Topic D: Integrating Microsoft Excel
D-1: Exporting data to Microsoft Excel
Unit 6: Groups
Topic A: Creating and deleting groups
A-1: Creating a group
A-2: Creating a subgroup
A-3: Deleting a group
A-4: Renaming an existing group
Topic B: Changing group membership
B-1: Adding static members to a group
B-2: Adding all selected contacts to a group
B-3: Removing static members from a group
B-4: Adding a dynamic group definition
Topic C: Working with groups
C-1: Performing a lookup of all contacts in a group
C-2: Viewing group membership for a single contact
Unit 7: Activities
Topic A: Calendar views
A-1: Viewing your calendar
A-2: Filtering to show specific activities
Topic B: Scheduling activities
B-1: Scheduling an activity
B-2: Editing an existing activity
B-3: Adding details to an activity
B-4: Creating a reminder e-mail for activity participants
B-5: Scheduling a private activity
B-6: Scheduling a recurring activity
Topic C: Completing activities
C-1: Clearing a completed activity
C-2: Erasing an unneeded activity
C-3: Recording a history of an unscheduled activity
Unit 8: Letters and e-mail
Topic A: Installing the ACT! Word Processor
A-1: Installing ACT! for Web Word Processor
Topic B: Template-based letters
B-1: Writing a letter, memo, and fax cover page
B-2: Writing custom template-based letters
B-3: Creating a history of a letter sent
Topic C: Composing e-mail to contacts
C-1: Composing a message from within ACT! for Web
Unit 9: Web features
Topic A: Web pages
A-1: Launching a Web site from a record
Topic B: Maps and driving directions
B-1: Generating a map for a contact
B-2: Generating driving directions
Unit 10: 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
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: Exporting opportunities to Excel
C-1: Exporting an opportunity list to Excel