Advanced ACT!

Objectives
By the end of this course delegates will be able to use ACT! fully as a contact
management software package and a sales and marketing tool.

Course Content
The course covers the following areas;

Working with multiple contacts within ACT!
o Making global changes to multiple contacts
o Writing Notes & History to multiple contacts
o Attaching a file to multiple contacts
Working with the ACT! 2009 Diary
o Creating & scheduling activities / activity series for multiple contacts
o Advanced use of the task list and calendars
o Copying activities from ACT! to Outlook calendars
Working with Advanced Queries in ACT! 2009 Software
o Lookup By Example function
o Creating advanced queries
o Saving and re-using advanced queries
o Placing saved advanced queries on the tool bars
Working with Groups and Companies in ACT! 2009
o Creating Companies, Groups & Sub-Groups
o Company & Group management
o Setting up and running Company, Group & Sub-Group rules
Working with templates In ACT! 2009
o Creating Word templates in ACT! 2009
o Creating HTML templates in ACT! 2009 e-mail
o E-mail merging
Working with reports In ACT! 2009
o Understanding ACT! reporting
o Using the filters for Reports
o Using Group, Company and Opportunity Reports
o Saving, printing and e-mailing Reports
Customizing the ACT! 2009 database
o Understanding system fields
o Working with layouts
o Creating fields and understanding data types
o Adding Custom fields
o Customizing and or editing existing layouts
o Customizing menus and toolbars
Working with contact data
o Importing and exporting to and from ACT! 2009
o Exporting Contacts, Groups or Companies
o Exporting partial contact information
Managing Sales Opportunities in ACT! 2009
o Working with the Opportunity List
o Analyzing opportunities in Excel (optional)
o Importing a Product List
o Managing Opportunity Processes
o Opportunity Pipelines and Graphs
The Dashboard
o Understanding the Dashboard
o Editing the Dashboard view
o Creating a new Dashboard
Managing Database Users
o Adding a new user
o Creating passwords
o Adding Permissions
o Best practice for removing users
Database Maintenance
o Scanning for duplicates
o Setting reminders
o Clearing old Notes, Histories and Activities
o Setting reminders
o General Do's and Don'ts for database integrity

Outcomes
Each delegate will receive individual feedback and assistance, and may be asked to
identify key changes to implement and skills to practice.