ACT! Training (1 day)
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During this ACT! training course, students will learn the fundamentals of contact management; how to schedule and keep track of activities with clients, and how to find client information quickly. A working knowledge of Windows is required.
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Further Details
Getting Started
Starting ACT! for Windows
Viewing a contact database
Creating a Contact Database
Creating a contact database
Editing a contact database
Printing an address book
Locating Contacts
Finding contacts
Viewing contacts
Sorting contacts
Organizing Contacts
Categorizing contacts
Grouping contacts
Managing contact groups
Scheduling Activities
Scheduling activities in the Contact window
Managing activities
Scheduling recurring activities
Creating sales opportunities
Working with Activities in other Act! Windows
Working in the calendar windows
Working in the Task List Window
Using SideAct! to manage notes and activities
Creating Documents with the ACT! Word Processor
Creating a letter
Formatting documents
Viewing other templates
This Training Course is offered "in house" at the following locations:
Brighton
Information provided is for information purposes only and no guarantees are made with regards to accuracy. It is advised that all details are checked prior to making a booking. Contents © 1999 - 2012. All rights reserved.
