Administrator Training


Database Structures

Understanding Your ACT! Installation

How ACT! works on a Network

Locating ACT! Folder Structures

Best Practice Preference Settings

Setting Outlook Integration

Setting Activity Scheduling Preferences


Database Maintenance

Creating & Updating User Record Cards

Understanding & Setting User Roles

Working with Teams

Using the ACT! Scheduler

Dealing with Duplicate Record Cards


Data Movement

Preparation of Eternal Data for Import

Importing Data 

Export Options 

Saving Data Maps

Global Updates to Record Cards


Advanced Searches

Creating Advanced Searches

Inserting Saved Searches in Menu Lines

Applying to Dynamic Groups


Working With Groups

Advanced Groups 

Dynamic v Static Groups

Creating Dynamic Groups



Changing Existing Field Definitions

Creating New Field Definitions

Understanding Field Security

Working with the Layout Designer

Adding New Icons and Menu Line Items


Sales Opportunities

Working with the Opportunity Layout Designer

Setting up Sales Processes

Setting up Product Lists

Dashboard Editing

Creating New Dashboards



Modifying Existing ACT! Reports

Designing New ACT! Reports

Setting Report Filters

Working with Favourite Reports*

*2010 only


Sharing Data with Remote Users

Synchronisation an Explanation

Setting up Synchronisation 

Understanding Synchronisation Logs and Reports

ACT! For Web Options


Web Link Options

Understanding Web Link Options

Creating A New Web Link