ACT! by Sage 2009 stage 1 training. Learn ACT! with the Sage Experts

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2 day course

Learn everything you need to know to manage your contact relationships in ACT! by Sage. Setting up contacts, organising them into groups and customising fields and layouts are some of the key topics covered. This course is also suitable for existing users of ACT! Professional who wish to familiarise themselves with all aspects of the functionality.

Course Contents

ACT! by Sage training course session 1 - Introduction to ACT! by Sage

• What is Sage 50 ACT!?
• The Main ACT! Screen
• System Navigation
• The Contact List

ACT! by Sage training course session 2 - Contact Records

• Creating a New Contact Record
• Duplicating Contact Records
• Secondary Contacts
• Deleting Contact Records

ACT! by Sage training course session 3 - Notes, History and Documents

• The Notes Tab
• The History Tab
• Deleting Notes/History
• Attaching Files
• The Documents Tab

ACT! by Sage training course session 4 - Lookups & Searches

• Simple Lookups
• Manual Lookups
• Keyword Searches
• Contact Activity Lookup
• Lookup By Example

ACT! by Sage training course session 5 - Groups & Companies

• Creating a Group
• Creating Subgroups
• Creating a Company
• Company Divisions
• Linking Contacts to Companies

ACT! by Sage training course session 6 - Importing Mailing Lists & Exporting to Excel

• Preparing the Spreadsheet for Import
• Importing from Excel
• Exporting to Excel

ACT! by Sage training course session 7 - Scheduling Activities

• Activity Types, Priorities and Resources
• Scheduling Activities
• Clearing Activities
• Activity Series Templates
• Scheduling Events
• Outlook Calendar Integration

ACT! by Sage training course session 8 - Letters and Mail Merges

• Writing a Letter
• Creating Letter Templates
• Mail Merge

ACT! by Sage training course session 9 - E-mail Integration

• The E-mail Setup Wizard
• Using ACT! E-mail
• Using Microsoft Outlook
• Performing an E-mail Merge

ACT! by Sage training course session 10 - Opportunities

• Setting Up an Opportunity Process
• Setting Up a Product List
• Creating New Opportunities
• Creating Quotations
• Closing an Opportunity
• Reporting on Opportunities

ACT! by Sage training course session 11 - ACT! Dashboards

• Accessing Dashboards
• Creating and Editing Dashboards

ACT! by Sage training course session 12 - Duplicates & Changing Multiple Records

• Duplicate Checking
• Dealing with Duplicates
• Making Changes to Multiple Records

ACT! by Sage training course session 13 - Database Maintenance

• Data Backup
• Restoring a Backup
• Check & Repair
• Removing Old Data
• ACT! Scheduler

ACT! by Sage training course session 14 - Synchronisation

• Setting Up Synchronisation
• Restoring the Remote Database
• Performing Synchronisation

• ACT! by Sage stage 2 (1 day)
• Sage 50 Accounts stage 1 (2 days)

Training is an incredibility important investment. Having the right job skills in the right areas of your business is key to success in today’s competitive market. An investment with Advantage Services will actually save you money as well-trained employees are less likely to make costly mistakes. Not only will you be gaining fabulous skills for your CV, but it will help improve your business’s productivity, profitability and competitive advantage.

Get ready to experience the UK’s top tuition with Advantage Services and start working effectively and trouble-free. Contact an advisor for more information and make a booking today.