Sage ACT! Training Courses

Please see outline for both levels of training covered below:

ACT! Level 1

This session is designed to provide new ACT! users with an entry-level understanding of the basic features of the software. On completion of this session delegates can expect to be able to use ACT! basic functions confidently, on a day to day basis.

Content Summary:

*Introduction to ACT! Screen navigation, menus, icons and tabs.

*Contacts: Create new Contacts, amend and delete Contact records.

*Search the database using various criteria (lookups).

*Companies: Create and amend Company records, associate Contacts with Companies; understand Company record structure.

*Groups: Create and amend Group records. Consider examples of the application of Groups.

*Calendar: Working with the Calendar including synchronisation with Microsoft Outlook.

*Activities: Creating activities and scheduling Appointments, Calls, To-Do’s etc. Working with Activity Series and Alarms

*Email: Working with Outlook email; creating Contacts from emails and linking emails to Contact records.

*Opportunities: Creating and managing Sales Opportunities. Sales process creation and management and quotation generation.

*Documents: Letters and templates. Creating mail merges based on existing ACT! templates.

*Reports: Using ACT!’s standard reports, filtering and exporting reports through a multitude of media.

ACT! Level 2

This session is designed to increase the delegate's knowledge of ACT! features and functions in order to maximise its contribution to their business.

Content Summary:

*Multiple Contacts - Creating notes, recording histories and attaching files to multiple contacts, applying global changes.

*Multiple Tasks - Scheduling and creating tasks for multiple contacts, creating activities for multiple users, Integrating ACT! with Outlook.

*Customisation of activities - Creating activity series and new activity types, scheduling tasks for other users and defining priority levels.

*Advanced Searches: Performing advanced Lookups and Queries to create groups of finely targeted Contacts.

*Field Mapping and duplication checking

*Companies and groups - creating and setting up groups and companies, creating sub-groups, group management and criteria's.

*Working with writing tools - creating word and html templates, editing documents, opportunity reports, using filters and e-mail merging, creating & editing of reports to customise output to meet specific needs.

*Database customisation including the creation of new fields and pick lists.

*Layout design: adapting the ACT! Contact, Company and Group screens to present data in a format suitable most for system users.

*Data security issues: setting password policies and managing field level security.

*Import and export: Understanding the database and how to import records from other packages and output data for exchange with third party application. Understanding field mapping and duplication checking.

*Synchronisation setup and management