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

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Sage training: ACT! by Sage 2009 stage 1 training course description


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2 day course   ACT! Professional

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



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