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 Training - Intermediate Course
This is a one day course designed to increase the delegate's knowledge to all of ACT! Software functions. By the end of this course delegates can expect to be able to use ACT! Software to its fullest as a contact management software package and a sales and marketing tool. Delegates will be expected to have either completed the basic training courseor have previous experience of working with ACT! on a day to day basis. Manuals that cover the day's topics will be provided to each delegate. Delegates are also encouraged to bring their own questions about using ACT! Software.
9:30 - 1:00
- Working with multiple contacts
- Making global changes to multiple contacts
- Writing notes/histories to multiple contacts
- Working with the ACT! 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! Software and Outlook's calendars
- Working with advanced Queries
- Creating advanced queries using Look-up by example function
- Saving and re-using advanced queries
- Placing saved advanced queries on the tool bars
1:45 - 4:30
- Working with groups
- Group and sub-group creation
- Setting up and running group membership rules
- Group management
- Working with templatesCreating word templates through ACT!
- Creating html templates through ACT! for e-mail
- E-mail merging
- More on mail merging
- Working with reports
- Understanding ACT! reporting
- Using ACT! software sales graphs
- Using the filters for reports
- Using groups and look-ups for filtering reporting
- Saving, printing and e-mailing reports
Download the latest ACT! Brochure