Overview

In business, you may tend to possess a lot of information about your contacts. Business contacts and related information need to be properly maintained so that you can access or modify them whenever required. ACT! 2007 is a contact management system to work with your business contacts, manage events, track relevant communications, and enhance your business relationships significantly.

Course Objectives

You will launch ACT! 2007 to create a new database, to which you will add contacts. You will find and sort contacts, categorize contacts, schedule activities, manage tasks and conflicts, and work with recurring activities and documents. You will then create sales opportunities for contacts and schedule annual events.

Prerequisites

To ensure your success, it is required that you have basic PC skills and understanding of Windows.

Target Student:

This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

• explore ACT! 2007.
• manage a contact database.
• organize contacts.
• work with calendars and activities.
• organize sales opportunities and contact activities.
• use the word processor in ACT! 2007 to create the documents necessary to communicate with their contacts.