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ACT! 2010 Essential Training

with Karen Fredricks

Video: Introduction

Shows how ACT! can help small to mid-sized businesses become more organized, efficient, and profitable.
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  1. 6m 50s
    1. Introduction
    2. What ACT! does
      1m 36s
    3. Knowing the five ACT! flavors
      2m 39s
    4. Setting up a demo database
      1m 45s
  2. 13m 5s
    1. Learning a few database concepts
      2m 40s
    2. Navigating through ACT!
      4m 4s
    3. Using the Setup Assistant
      6m 21s
  3. 24m 32s
    1. Adding new contact records
      8m 11s
    2. Modifying an existing ACT! record
      5m 36s
    3. Looking up contact information
      5m 0s
    4. Using additional contact lookups
      5m 45s
  4. 29m 34s
    1. Creating an ACT! note
      4m 11s
    2. Creating a history
      5m 48s
    3. Scheduling an activity
      10m 3s
    4. Reviewing the task at hand
      4m 44s
    5. Clearing activities
      4m 48s
  5. 13m 25s
    1. Working with dashboards
      3m 10s
    2. Running reports
      5m 52s
    3. Customizing a list view
      4m 23s
  6. 26m 46s
    1. Understanding the mail merge
      2m 31s
    2. Creating a template
      6m 0s
    3. Performing a merge
      6m 43s
    4. Creating labels
      3m 36s
    5. Emailing contacts
      4m 28s
    6. Integrating with Outlook
      3m 28s
  7. 33m 24s
    1. Introduction to ACT! e-marketing
      5m 20s
    2. Creating an email template
      5m 11s
    3. Sending an e-blast
      3m 10s
    4. Analyzing the results of an e-marketing campaign
      4m 6s
    5. Creating a survey
      4m 11s
    6. Creating a web form
      4m 30s
    7. Creating a drip marketing campaign
      6m 56s
  8. 10m 41s
    1. Navigating in the Web Info tab
      2m 14s
    2. Using the Web Info tab to research your contacts
      5m 3s
    3. Creating new web links
      3m 24s
  9. 25m 52s
    1. Introduction to opportunities
      3m 7s
    2. Creating opportunities
      4m 57s
    3. Modifying the product list
      4m 8s
    4. Creating sales stages
      5m 58s
    5. Viewing the opportunity list
      7m 42s
  10. 12m 32s
    1. What is a group?
      2m 50s
    2. Creating a group
      6m 14s
    3. Finding your way around in the groups
      3m 28s
  11. 7m 7s
    1. What is a company?
      2m 22s
    2. Creating company records
      4m 45s
  12. 2m 25s
    1. Reviewing add-on products
      1m 55s
    2. Goodbye

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ACT! 2010 Essential Training
Video duration: 0s 3h 26m Beginner


In ACT! 2010 Essential Training, author and ACT! Certified Consultant Karen Fredricks explains how ACT! can help small to mid-sized businesses become more organized, efficient, and profitable. ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast. Karen demonstrates how to build a database of contacts and customers, work with notes and histories, and run reports. Scheduling and task management are covered in depth, as well as integration with Word, Excel, and Outlook. Karen devotes time to new features in ACT! 2010, including e-marketing and integration with social media.

Topics include:
  • Understanding database basics, including fields, records, and tables
  • Adding and grouping contacts
  • Developing an email marketing campaign
  • Creating a task list and scheduling activities
  • Managing sales opportunities
  • Integrating ACT! with Microsoft Word, Excel, and Outlook
  • Reporting on progress with dashboards


(Music playing.) Hi! My name is Karen Fredricks and I am the author of ACT! 2010 Essential Training by I am an ACT! fanatic. I use it to organize and grow my business. I use it to organize my social life. I even use it to organize my family. I can't wait to show you some of ACT!'s cool features. I'll show you how to use the notes and calendar alarms to jog your memory. I'll demonstrate the e-marketing features to increase your sales. I'll even highlight the social networking links to reach out to your most valuable contacts.

I know that ACT! will help organize and grow your business. ACT! has been around for over 20 years, and I've been using it nearly that long, to help maintain the chaos in my life. It's time to get your act together, so let's get started with ACT! 2010 Essential Training.

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