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Sage training: ACT! by Sage 2010 Stage 1 classroom course description

ACT! by Sage stage 1 is a two-day course. Our price is £335.00 (Sage's RRP is £535.00). Book today to save with us.ACT! by Sage stage 1

» Overview: All you need to get started if you’re new to ACT!

» What do I learn?

Discover the basics behind ACT! by Sage, including setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, dashboards, email and letter templates.

» By the end of this course you will:

  • Be more familiar with navigation and what ACT! by Sage 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
  • Be able to import and export data from Microsoft® Excel and Outlook
  • 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
  • Be able to create letters, letter templates and understand how to use mail merge
  • Understand how to use email integration
  • Know how to deal with duplicate records and make global changes
  • Understand how to use Database Maintenance, including taking a backup
  • Know how to set up and perform synchronisation

Who should attend? This course is suitable for new and existing users of ACT! and ACT! Premium who wish to familiarise themselves with all aspects of functionality.

» Detailed course content

Click to see the course content

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

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

ACT! by Sage training course session 2 - Contact Records

  • Creating a New Contact Record
  • Entering Additional Information
  • Duplicating Contact Records
  • Relationships
  • 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

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

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

  • Creating a Group
  • Creating Subgroups
  • Creating a Company
  • Linking a Contact to a Company
  • Creating Company Divisions

ACT! by Sage training course session 6 - Importing & Exporting Data

  • Importing from Excel
  • Importing from Outlook
  • Exporting Data to Excel
  • Direct Export to Excel

ACT! by Sage training course session 7 - Scheduling Activities

  • Activity Settings
  • Scheduling Activities with Contacts
  • Sending Invitation E-mail
  • Activity Series Templates
  • Scheduling Events
  • Outlook Calendar Integration

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

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

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

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

ACT! by Sage training 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

ACT! by Sage training course session 11 - Duplicates & Global Changes

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

ACT! by Sage training course session 12 - Database Maintenance

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

ACT! by Sage training course session 13 - Synchronisation

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

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ACT! by Sage stage 1 is a two-day course. Our price is £335.00 (Sage's RRP is £535.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • 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.


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