Sage ACT
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At the end of this 2 day course delegates will have gained a thorough understanding of the topics listed below. The course is geared to the specific requirements of delegates applying basic concepts to the application in their own work environment.
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The ACT! Screens, Screen Layouts, Views, Menu and Toolbar \ Data Entry, Entering new records, Deleting records, Inserting Notes, Viewing History, Attaching files \ Lookups, Simple Lookups, Looking up by example , Creating queries \ Groups, The Group Concept, Setting up groups \ Interfacing with Word, Writing letters to contacts, Producing a Mail Merge, Editing templates, Sending Faxes, Producing Mailing Labels \ Reports, Using the ACT! reports \ Time Management, Scheduling Meetings, Calls and Todos, Setting on-screen alarms, Clearing activities and booking , follow-ups, Linking activities to contacts, Scheduling group activities \ Sales Management, Creating Sales Opportunities, Updating Sales Opportunities, Producing a Sales Funnel, Producing Sales Graphs \ The Calendars, The Calendar Views, Viewing other users calendars, Printing the Calendar \ E-Mail, Interfacing with your e-mail system, Sending e-mail \ Customising ACT!, Adding, changing, deleting fields, Creating and changing layouts \ Database Administration, Setting up users, Backing up, Performing database maintenance \ Questions and Answers
