Course
Materials
Course Description
This course is designed to help beginners and experienced Act users successfully navigate and understand the Act screen when they open Act.
Key concepts covered include:
- Introduction to Act and your instructor
- Navigating and understanding the different sections of the Act screen
- Entering Contacts into Act
- Working with contacts
- Finding contacts
- Calendar and task list
- Notes and history
- Act Menus and tabs
- Reports
- Backups: keep your Act data safe
- Act Tips, tricks and technical guidance
Our next course will teach you how to customize Act for your business.
Please contact us if you have any questions related to this course, or if you would like to suggest a concept or tutorial to enhance this training. I welcome your feedback. Thank you.
Listen to My Getting Started Podcast: Introduction to Act Clever | May 8, 2020
Course Content
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Welcome to Act Clever
What Act Version Do You Use? Navigating Act. Meet the Contacts.
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Find A Contact. Act's Calendar & Tasklist. Notes and History Review
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Notes & History
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Navigating Act: Act Menus and Tabs
Act Menus
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Act Tabs
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Reports
Act Reports
5 Topics
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Tips & Tricks
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