Do You Need
Computer Training?
 
> feedback
 Your knowledge and experience w/ using ACT as a part of your daily business tools was made very simple and practical. Especially after you have explained how to edit fields to the individuals needs. I will refer this course to all my friends in the mortgage business. Thanks again.
Arthur
 

Thoroughly enjoyed the session the other day; you were extremely thorough, and answered my questions which helped me clarify things ACT! is capable of doing.
Steve

I really liked the class ... it was my first intro to ACT and very informative. The online classroom was convenient and much better than taking a class online solo without an interactive instructor. The only problem I had was the class is posted from 2 to 4 PM. There was a 4 to 4:30 PM Q&A session that I had to miss because I had scheduled something else for 4:15 PM, thinking the class was over at 4 PM. Take care! I am going to use ACT! for Web (didn't get to hear its nuances). After I get the basics down, I plan to take an advanced class.
Nancy W.
 

 

ACT! 1
 When I do ACT! training the first thing I ask my clients to do is to completely forget about ACT!. Tell us in non-computer terms what you are attempting to accomplish.

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.

We can help you with ACT! in either a one-on-one tutoring and consulting approach or with online training. Many of our clients use both methods. It is best to call us to discuss your situation.

  Listen to a description of ACT! 1

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

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