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Sage training: Sage ACT! Pro and Premium 2011 Users classroom course description

Sage ACT! Users Course is a two-day course. Our price is £350.00 (Sage's RRP is £535.00). Book today to save with us.

» Overview: This course is designed for both new and existing users of Sage ACT!

» What do I learn?

This is an introductory course that will help you understand and get the best out of Sage ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and mail merge.

» By the end of this course you will:

To be more familiar with navigation and what Sage ACT! can do for you
Understand how to manage your contacts
Know how to use Lookups and Searches
Know how to use the Document tab, including editing, adding and mapping to spreadsheets
Know more about Groups and Companies and how to use subgroups and divisions
To be able to import and export data from Microsoft® Excel
Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
To be able to create letters, letter templates and understand how to use mail merge
Understand how to use email integration
Overview of database synchronisation

What next? The Sage ACT! Administrators Course contains topics and information required by anyone who will be responsible for database administration.

» Detailed course content

Click to see the course content

Sage ACT! Users Course session 1 - Introduction to Sage ACT!

What is Sage ACT!?
Welcome Page
Navigation Bar
Toolbars & Menus
The Contact Record
The Contact List

Sage ACT! Users Course session 2 - Contact Records

Creating a New Contact Record
Entering Additional Information
Duplicating Contact Records
Relationships
Secondary Contacts
Deleting Contact Records

Sage ACT! Users Course session 3 - Notes, History and Documents

The Notes Tab
The History Tab
Deleting Notes/History
The Documents Tab

Sage ACT! Users Course session 4 - Lookups & Searches

Using the Lookup Facility
Manual Lookups
Keyword Searches
Contact Activity Lookup
Lookup By Example
Advanced Query

Sage ACT! Users Course session 5 - Groups & Companies

Creating a Group
Adding contacts to a Group
Creating Subgroups
Creating a Company
Linking a Contact to a Company
Creating Company Divisions

Sage ACT! Users Course session 6 - Scheduling Activities

Activity Settings
Scheduling Activities with Contacts
Sending Invitation E-mail
Activity Series Templates
Scheduling Events

Sage ACT! Users Course session 7 - Outlook Synchronisation

Calendar syncing preferences
Contact syncing preferences
Manual synchronisation
Automatic Synchronisation

Sage ACT! Users Course session 8 - Letters and Mail Merges

Choosing a Word Processor
Writing a Letter
Creating Letter Templates
Mail Merge

Sage ACT! Users Course session 9 - E-mail Integration

Setting up ACT! with Outlook
Receiving Emails
Sending E-Mails
Quick Attach
Performing an E-mail Merge
Sage ACT! E-Marketing
Web Information
ACT! Business Information

Sage ACT! Users Course session 10 - Opportunities

Setting Up an Opportunity Process
Setting Up a Product List
Creating New Opportunities
Creating Quotations
Updating an Opportunity
Closing an Opportunity
Reporting on Opportunities
Exporting Opportunities to Excel

Sage ACT! Users Course session 11 - Smart Tasks

Accessing smart tasks
Run smart tasks manually
Automate smart tasks

Sage ACT! Users Course session 12 - Overview of Synchronisation

Setting up synchronisation

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Course	Centre	Start date	Duration	Total places	Available places	Book
Sage ACT! Users Course	Bristol	22/05/2012	2 days	10	0
Sage ACT! Users Course	Croydon	23/05/2012	2 days	12	5
Sage ACT! Users Course	Newcastle	18/06/2012	2 days	12	10
Sage ACT! Users Course	Croydon	21/06/2012	2 days	10	7
Sage ACT! Users Course	Reading	26/06/2012	2 days	10	5
Sage ACT! Users Course	Birmingham	02/07/2012	2 days	12	5
Sage ACT! Users Course	N.London	02/07/2012	2 days	12	8
Sage ACT! Users Course	Manchester	04/07/2012	2 days	12	11
Sage ACT! Users Course	Bristol	05/07/2012	2 days	10	10

Sage ACT! Users Course is a two-day course. Our price is £350.00 (Sage's RRP is £535.00).

You can book your course in several ways:

Online: Just click the "Book now" button.
Phone: Just call 0845 009 6566 to pay by card or arrange BACS or cheque payments.
Use the contact form: Click here and fill out the contact form.

See all courses on the Sage training home page. You can always contact a Sage training advisor on 0845 009 6566 or by email.

Important notes about booking your Sage classroom training course

When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
*for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.

Sage training: Sage ACT! Pro and Premium 2011 Users classroom course description

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