Sage Circle of Excellence Overall Winner 2009
SalesLogix Business Partner of the Year 2009
ACT! Business Partner of the year for 6 consecutive years
ACT! Software Basic Training Course
This is a one day course designed to introduce the ACT! user to the basic functions of ACT! Software. By the end of this course, delegates can expect to be able to use the ACT! software basic functions confidently on a day to day basis. Manuals that cover the day's topics will be provided to each delegate.
9:30 - 1:00
Familiarisation of ACT! 6
- Screen Views
- Toolbars
- Tabs
- Filtering
- Column Headings
- Menus
- Icons
- Working with contacts
- Creating new Contacts
- Duplication of Contacts
- Editing existing contact information
- Deleting Contacts
- Entering histories and notes for contacts
- Attaching documents to the contact
- Scheduling activities with contacts
- Working with activities
- Viewing and filtering activities in the contact view
- Viewing and filtering activities in the task list view
- Viewing and filtering activities in the calendars
- Clearing activities in all three views
- Introduction to Sales and Opportunities
- Creating a new sales and opportunity
- Editing sales and opportunities
- Closing a sale won or lost
- Running basic sales and opportunity reports
1:45 - 4:30
- Using the contact list
- Changing the view of the contact list
- Finding contacts with the contact list
- Using the tag mode in the contact list
- Editing contact information in the contact list
- Searching the ACT! Database
- Using the look-up menu to search for contacts
- Adding to look-ups
- Narrowing look-ups
- Key-word search
- Introduction to mail merging
- Writing a letter, fax or memo to a contact through ACT!
- Mail merging to a look-up
- Printing labels and envelopes through ACT
- Introduction to e-mailing
- Sending an e-mail to a contact
- Attaching e-mails to the contact notes
- Viewing e-mails through ACT!
To apply for this course or request more information about dates and costs, please call 0800 652 2423:
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