Basic User Training

NOTE: It is recommended that you follow the training sequentially to have context for using ACT and The Advisor and to get the best results from the training.

1. Overview and Settings

ACT & Advisor Overview – 29:40 min

Preferences Setup – 12:18 min

2. Entering Information

Contacts, Households & Companies – 19:45 min

Record Histories and Notes – 8:20 min

Opportunities – 14:13 min

Document Management – 14:05 min

3. Searching through Your Database

The Lookup Menu – 10.02 min

Field Searches – 10:48

List Views – 12:57

Creating Groups – 17:27 min

4. Using the Calendar

Calendar Preferences -12:38 min

Creating Basic Activities – 13:57 min

Creating Advanced Activities – 22:25 min

Managing Alarms – 6:12 min

5. Communication

Envelopes & Mail Labels – 5:11 min

Document/Email Templates – 8:37 min

Emailing – 7:25 min

Reports – 7:12 min

Dashboards – 7:39 min

 Add-On for Act!

NOTE: Purchase of the DayManager Add-on is required, DayManager does NOT come with The Advisor Add-on.

1. Using DayManager

DayManager Overview – 11:53 min

Using Time Blocks – 8.42 min

Using Email Reminders – 2.35 min

Other Activity Features – 3.34 min

2. Setup and Configuration

Basic Settings – 2.22 min

Setting Up User Colours – 2.28 min

Creating Time Blocks – 7.49min

E-Mail Reminders Configuration – 6.22 min