ACT! for Web

For ACT! users

ACT! login

LCC ACT for Web Test Database

Login instructions for lcctest ACT! for Web training database:

• Go to Main login screen http://dallas.lcc.lt/apfw
• "Log on To": Select "lcctest"
• User: first initial + last name (e.g. John Smith = jsmith)
• Password: = no password
• Log On button
• Follow the instructions in videos below to learn the features
• It is all test data, dont be afraid to make a mistake

Some Helpful Links to ACT! Training Videos

• Link to page of video options on ACT! website
• Word document with video links, to save to your computer

REQUIRED ONLINE INTRODUCTORY VIDEOS

• Introduction to the ACT workspace
  • In this clip, you can ignore the information on Opportunities and Dashboard. The Calendar and Task List information is good if you wish to use some of the more advanced features of ACT for reminding yourself to make calls, etc.
• Finding information
  • Lookups, Advanced Queries and Keyword Searches
  • This is a CRITICAL tutorial!
• Working with groups, and the new feature of companies
• Outlook integration
  • (Two parts, the SECOND is the most important (re Email), but the first part regarding calendar might be helpful, especially if you want to use ACT Activities)

ADVANCED

• Use ACT for activities
  • (to remind yourself to make calls, send emails, etc.):
• Synchronization
  • Should only truly apply to Susan, but interesting to learn for all.