Sage Act training course Belfast NI

Course Content

Working With Contacts
 Creating New Contacts
 Duplication Of Contacts
 Editing Existing Contact Information
 Deleting Contacts
 Entering Histories And Notes For Contacts
 Attaching Documents To The Contact
 Scheduling Activities With Contacts


Working With Activities
 Viewing And Filtering Activities In The Contact View
 Viewing And Filtering Activities In The Task List View
 Viewing And Filtering Activities In The Calendars
 Clearing Activities In All Three Views


Introduction To Sales & Opportunities
 Creating A New Sales And Opportunity
 Editing Sales And Opportunities
 Closing A Sale Won Or Lost
 Running Basic Sales And Opportunity Reports
Using The Contact List
 Changing The View Of The Contact List
 Finding Contacts With The Contact List
 Using The Tag Mode In The Contact List
 Editing Contact Information In The Contact List


Searching The ACT! Database
 Using The Look-Up Menu To Search For Contacts
 Adding To Look-Ups
 Narrowing Look-Ups
 Key-Word Search


Introduction To Mail Merging
 Writing A Letter, Fax Or Memo To A Contact Through ACT!
 Mail Merging To A Look-Up
 Printing Labels And Envelopes Through ACT


Introduction To E-Mailing
 Sending An E-Mail To A Contact
 Attaching E-Mails To The Contact Notes
 Viewing E-Mails Through ACT!