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Symantec ACT! 2000 Tutorials

Online Contents For This Course

We have made some of the video tutorials for Symantec ACT! 2000 freely available to help you evaluate our training. Click on any of the linked lesson listings below to preview FREE!
   Course Description
Tired of stacks of business cards and never being able to find the right one? Then you need Symantec ACT! 2000, a contact management application. Bill Ferguson is your certified instructor in this Virtual Training Company tutorial. He will help you get more organized by showing you how to create contact records and a contact list, how to schedule your day, and how to use this information to create mail merges or transfer information onto letterhead and envelopes. After introducing you to the basics of ACT 2000, he will show you some more advanced uses, such as Sales Opportunity Management and Group Management. Go ahead and get started learning today! Simply click one of the topics below.

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ACT! Terminology
  What is Contact Management (03:25)
  ACT! Screen Elements (03:39)
  Contact Record Basics (03:21)
  Browsing Records (02:25)
Scheduling Our Day
  Scheduling Tools (03:22)
  Lookup Basics (04:13)
  The Contact List (03:29)
  Customizing a Contact List (03:37)
  Tag Mode (03:57)
  Edit Mode (04:52)
  Notes (05:31)
  History (04:43)
  Activities (05:43)
  Alarms (04:45)
  Schedule Activity Advanced (05:46)
  Recurring Settings (03:41)
  The Task List (05:17)
  Task List Filters (03:29)
  Managing From the Task List (03:16)
  Using The Calendar (05:49)
  Printing The Calendar (05:25)
Inserting a Contacts
  Contact Basics (04:13)
  Entering Information (05:41)
  Duplicating Contacts (04:59)
  Drop Down Lists (05:40)
  Managing and Deleting Contacts (04:44)
Putting It On Paper
  Letters, Memos, and Faxes (02:13)
  ACT! Word Processor (03:44)
  Editing a Template (04:58)
  Creating a Template (05:07)
  Modifying Menus (02:45)
  MS Word in ACT! 2000 (03:43)
  Creating Templates in Word (04:34)
  Mail Merges (03:30)
  Envelopes (04:01)
  Labels (03:24)
  Creating History and Attaching Documents (04:47)
  E-Mail Through ACT! (05:00)
  Contact Reports (03:30)
  Phone List and Contact Directory (04:47)
  Sales Report Basics (02:31)
Sales Opportunity Management
  The Sales Opportunity Tab (02:30)
  Modifying an Opportunity (04:18)
  A Closer Look at a Sales Opportunity (03:21)
  Creating a New Opportunity (04:27)
  Sales Stage Tracking (04:55)
  Completing the Sale (04:17)
  Sales Reports (04:46)
  Sales Funnel (05:47)
  Sales Graphs (06:36)
Group Management Overview
  Group Management (02:29)
  Groups vs. Lookups (04:57)
  Creating Groups (05:17)
  Group Rules (06:07)
  Subgroups (05:31)
  Group Notes (04:22)
Customizing Contact Fields Overview
  Customizing Contact Fields (03:34)
  Attributes (03:38)
  Creating a Drop-Down List (05:23)
  Copying a Drop-Down List (03:45)
  Triggers (04:34)
Editing Preferences Overview
  Editing Preferences (02:49)
  General Preferences (04:53)
  Colors and Fonts (05:17)
  Calendar Preferences (05:28)
  Scheduling Preferences (06:09)
  E-Mail Settings (06:17)
  Synchronization (04:38)
  Name Preferences (04:38)
  Spell Checking and Dictionaries (04:37)
  Startup Preferences (05:17)
  Dialer Preferences (04:39)
Database Administration Overview
  Database Administration (02:42)
  Creating a Securing Database (04:24)
  The Administrator Password (03:04)
  Defining Users (07:04)
  Database Maintenance - Re-indexing (04:23)
  Database Maintenance - Data Clean-up (03:32)
  Backing Up a Database (03:54)
  Restoring a Database (04:17)
  Deleting a Database (03:17)
Productivity Tools
  Productivity Tools Overview (01:58)
  Help Tools (03:35)
  Internet Links (03:09)
  Timer and Mini-Calendar (04:17)
  Dale Carnegie Training (02:37)
  Live Updates (01:39)
Credits
  About this Author (01:06)