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Compu-Tutor, Inc.
(610) 260-0300


ACT Level 1- Everything You Need to Know About How to Use ACT!


Course Specifications

Course number: ACT13-101
Course length: 1.0 day(s)


Course Description

Business contacts and information need to be properly maintained so that you can access or modify them whenever required. ACT! is a contact management system that will help you work with your business contacts, manage events, track related communications, and enhance your business relationships significantly.



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

Performance-Based Objectives

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

explore ACT!

create and manage a contact database

organize contacts

work with calendars and activities

organize sales opportunities

use the ACT! word processor to create documents you can use to communicate with contacts


Course Content

Lesson 1: Exploring ACT!

Topic 1A: Explore and Navigate the ACT! Interface

Topic 1B: Access ACT! Help


Lesson 2: Managing a Contact Database

Topic 2A: Create a Contact Database

Topic 2B: Add Contacts to a Contact Database

Topic 2C: Lookup Contacts in a Database

Topic 2D: Universal Search

Topic 2E: Scratch Pad

Topic 2F: Edit Contacts

Topic 2G: Sort Contacts

Topic 2H: Print an Address Book

Topic 2I: Generate Contact Reports


Lesson 3: Organizing Contacts

Topic 3A: Create Companies from Contacts

Topic 3B: Group Contacts

Topic 3C: Manage Contact Groups

Topic 3D: Generate Group Reports


Lesson 4: Working with Calendars

Topic 4A: Work with Calendar Views

Topic 4B: Schedule Activities

Topic 4C: Manage Activities

Topic 4D: Look Up Annual Events

Topic 4E: Work in the Task List View

Topic 4F: Print a Calendar


Lesson 5: Organizing Sales Opportunities

Topic 5A: Create Sales Opportunities

Topic 5B: Assign Multiple Contacts to an Opportunity

Topic 5C: Look Up Contact Activity


Lesson 6: Working with the Word Processor

Topic 6A: Create a Document

Topic 6B: Edit a Document

Topic 6C: Format a Document

Topic 6D: Check Spelling

Topic 6E: Attach Documents


  Compu-Tutor, Inc.
 (610) 260-0300

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