| Lesson name |
Time |
| |
|
| New Sales Opportunity |
5:49 |
| |
|
| Mail Merging |
|
| Mail Merging to e-mail or documents |
11:05 |
| Email Merging with a web link |
6:23 |
| |
|
| Advanced Scheduling |
|
| Scheduling resources, conference rooms, etc. |
3:23 |
| Granting calendar access for viewing and scheduling |
1:45 |
| Creating a custom activity type |
3:58 |
| Triggering a series of activities in a field |
3:59 |
| |
|
| Database care and Feeding |
|
| Deleting outdated information from your database |
1:42 |
| Deleting a contact or multiple contacts |
2:20 |
| Deleting a database |
:50 |
| Exporting a contact and then deleting |
3:08 |
| Backing up and database maintenance |
3:06 |
| |
|
| Modifying the Database Structure |
5:56 |
| Creating a new field |
6:04 |
| Adding a photo field to the layout |
|
| |
|
| Dashboard Lessons |
|
| Dashboard viewing and filtering the default dashboard |
7:25 |
| Dashboard for Activities |
2:45 |
| Changing the dashboard layout |
5:38 |
| Dashboard copying to Excel and/or printing |
1:40 |
| Dashboard for Sales Opportunities |
2:23 |
| Dashboard for Administration of synchronization |
1:33 |
| |
|
| Synchronizing |
|
| Setting up a Synching database |
10:26 |
| PDA synchronization |
1:56 |
| |
|
| Potporrui; Good stuff to know about ACT! |
|
| Attaching Outlook Emails from your Inbox folders |
4:02 |
| Create a new contact while sending an email from Outlook |
1:50 |
| Attach or Create a Link to a File? |
2:57 |
| |
|
|
|
| |
 |
|
| |
