ACT! 2007 Software - Intermediate Training Course
This is a one day course designed to increase the delegate's knowledge to all of ACT!'s functions. By the end of this course delegates can expect to be able to use ACT! to its fullest as a contact relationship management software package and a sales and marketing tool. Delegates will be expected to have either completed the basic training course or have previous experience of working with ACT! on a day to day basis.
9:30 - 1:00
Working with multiple contacts within ACT! Software
- Making global changes to multiple contacts
- Writing Notes to multiple contacts
- Writing History to multiple contacts
- Attaching a file to multiple contacts
Working with the ACT! 2007 Diary
- Scheduling activities to multiple contacts in the contact list
- Creating and scheduling activity series for multiple contacts
- Advanced use of the task list and calendars
- Scheduling activities for multiple users
- Integration of ACT!'s and Outlook's calendars
Working with Lookup By Example and Advanced Query In ACT! 2007 Software
- Lookup By Example function
- Creating advanced queries
- Saving and re-using advanced queries
- Placing saved advanced queries on the tool bars
1:45 - 4:30
Working with Groups and Companies in ACT! 2007 Software
- To create Companies
- Company management
- Setting up and running Company rules
- Group and sub-group creation
- Group management
- Setting up and running Group or sub-group rules
Working with templates In ACT! 2007 Software
- Creating Word templates through ACT! 2005
- Creating html templates through ACT! 2005 e-mail
- E-mail merging
- More on mail merging
Working with reports In ACT! 2007 Software
- Understanding ACT! Professional reporting
- Using the filters for Reports
- Using Group, Company and Opportunity Reports
- Saving, printing and e-mailing Reports
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