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*New course search page You can use our new course search page to find the up-coming Sage classroom courses and the latest information we have about the number of places available. We are the number one Sage training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time. When you've read all the course details, you can use the course search page to see course dates and availability, or call us on 0845 641 0624. You can also get us to call you by filling out the enquiry form, and we'll contact you as soon as we can to discuss your training needs.
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2 day course
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Sage ACT! Professional is a completely different looking program to ACT V6. It still keeps track of more than just names and numbers. It links your entire relationship history, meetings and commitments, calls, emails and much more. The main benefit of Sage ACT! Professional is that it will help you to acquire more customers through targeting prospects, and allows you to maintain relationships with existing customers.
Once you've completed the course you'll use the package with confidence.
Session 1: Creating a New Database & Defining Users
- Creating a New Database
- Creating a User
- Managing User Passwords
- Deleting Users
Session 2: Adding New Contacts
- Creating a New Contact Record
- Maintaining Notes & History
- Associated Contacts
- Deleting Contact Records
Session 3: Locating Contacts
- Using Lookups
- The Contact List
- Contact Report
Session 4: Groups & Companies
- Creating a Group
- Creating a Subgroup
- Creating a Company
- Creating Company Divisions
- Linking Contacts to Companies
Session 5: Letters & Mail Merges
- Choosing a Word Processor
- Writing a Letter
- Creating New Templates
- Performing a Mail Merge
Session 6: Scheduling Activities
- Scheduling an Activity
- Clearing an Activity
- Reporting on Activities
- Recording History Manually
- Changing the Appearance of Calendars
Session 7: Opportunities
- Setting up an Opportunity Process
- Setting up a Product List
- Creating New Opportunities
- Creating Quotations
- Viewing & Updating Opportunities
- Closing an Opportunity
- Reporting on Opportunities
Session 8: Customising Fields
- Modifying an Existing Field
- Creating a Drop-Down List
- Creating a New Field
- Field Level Security
Session 9: Customising Layouts
- Amending a Layout
- Creating a New Tab
- Adding New Fields to a Layout
- Setting the Field Entry Order
Session 10: Advanced Searches
- Keyword Search Lookups
- Contact Activity Lookups
- Lookup by Example
- Using Queries
Session 11: Importing & Exporting Data
- Importing from Another ACT! Database
- Importing from Excel
- Importing from Outlook
- Exporting Data from ACT!
- Duplicate Checking
Session 12: The Documents Tab
- Adding Files to the Documents Tab
- Mapping Fields to Excel
Session 13: ACT! E-mail
- Setting Up ACT! E-mail
- Using ACT! E-mail
- Using Microsoft Outlook
- Performing an Email Merge
Session 14: Database Maintenance
- Data Backups
- Check & Repair and Removing Old Data
- Customising Columns, Menus & Toolbars
Session 15: Synchronisation
- Setting Up Synchronisation
- Restoring the Remote Database
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