Sage ACT! Pro Introduction
Vantage Training Limited
Duration: 1 Day
£405
(apporixmate price, please contact for quote)
Detailed information
| Type: | Training |
|---|---|
| Method: | In a classroom |
| Accreditation: | vtl Certificate |
| Prepares for: | At the end of this course you will be able to: Open existing databases. Enter and edit contacts. Search and organise contacts. Schedule activities. Create e-mails, mailings. Work with Activities. Work with Opportunities. |
| Geared towards: | Delegates learn how to use all the features of Act and to customise the program to suit their company and individual requirements. |
| Requirements: | It is assumed only that you have a basic knowledge and understanding of the Windows environment. |
Do you need further information?
Contact the person in charge , free and at no obligation, for information on how to enroll, enrollment limit/availability and more.
Course program
Exploring the ACT Environment
What is ACT?,What Can ACT Do For You?
Contact & Contact List View.
Working With Contacts
Add new contact,Name/Salutation preferences.
Duplicating,Secondary and Deleting contacts.
Recording Notes & History.
The Documents Tab
Adding & editing files.
Mapping fields to a Spreaheet.
Lookups & Searches
Simple and Manual lookups.
Keyword searches.
Contact activity lookup.
Lookup by example.
Groups & Companies
Creating a Static group.
Creating a Dynamic group.
Using subgroups.
Creating groups from queries.
Creating a company.
Using divisions.
Linking contacts to companies.
Importing Mailing Lists & Exporting Data
Importing txt files.
Exporting data.
Direct export to Excel.
Scheduling Activities
Activity types & priorities.
Resources.
Scheduling an activity with a contact.
Scheduling an activity with a user.
Private activities.
Using Calendars and Task List.
Clearing an activity.
Activity reporting.
Changing Calendar & Scheduling preferences.
Using Activity Series Templates.
Scheduling Events.
Opportunities
Assessing your business processes.
Opportunity Process and Product Lists.
Creating new Opportunities.
Generating & editing quotes.
The Opportunity List.
Closing Opportunities.
Opportunity reporting.
The Opportunity Pipeline.
Opportunity graphs.
Letters & Mail Merges
Selecting a Word Processor.
Writing a letter.
Creating/amending Templates.
Performing a Mail Merge.
Email Integration
Setting up ACT email.
Sending emails.
Receiving & attaching emails.
Designing email templates.
Performing an email Mail Merge.
Duplicates & Global Changes
Duplicate checking.
Dealing with duplicates.
Global changes.
Backup & Restore
Check & repair & remove old data.
Restoring the remote database.
What is ACT?,What Can ACT Do For You?
Contact & Contact List View.
Working With Contacts
Add new contact,Name/Salutation preferences.
Duplicating,Secondary and Deleting contacts.
Recording Notes & History.
The Documents Tab
Adding & editing files.
Mapping fields to a Spreaheet.
Lookups & Searches
Simple and Manual lookups.
Keyword searches.
Contact activity lookup.
Lookup by example.
Groups & Companies
Creating a Static group.
Creating a Dynamic group.
Using subgroups.
Creating groups from queries.
Creating a company.
Using divisions.
Linking contacts to companies.
Importing Mailing Lists & Exporting Data
Importing txt files.
Exporting data.
Direct export to Excel.
Scheduling Activities
Activity types & priorities.
Resources.
Scheduling an activity with a contact.
Scheduling an activity with a user.
Private activities.
Using Calendars and Task List.
Clearing an activity.
Activity reporting.
Changing Calendar & Scheduling preferences.
Using Activity Series Templates.
Scheduling Events.
Opportunities
Assessing your business processes.
Opportunity Process and Product Lists.
Creating new Opportunities.
Generating & editing quotes.
The Opportunity List.
Closing Opportunities.
Opportunity reporting.
The Opportunity Pipeline.
Opportunity graphs.
Letters & Mail Merges
Selecting a Word Processor.
Writing a letter.
Creating/amending Templates.
Performing a Mail Merge.
Email Integration
Setting up ACT email.
Sending emails.
Receiving & attaching emails.
Designing email templates.
Performing an email Mail Merge.
Duplicates & Global Changes
Duplicate checking.
Dealing with duplicates.
Global changes.
Backup & Restore
Check & repair & remove old data.
Restoring the remote database.
Do you need clarification regarding the course program?
Contact the person in charge , free and at no obligation, for information on how to enroll, enrollment limit/availability and more.
Vantage Training Limited
vtl are a specialist software training and application development company providing your total office solution. Our training can be tailored to your needs and our development team can provide you with time saving solutions to simplify and speed up your tasks at work. We formed as a limited company in 1995, have offices in Nottingham and Cheshire and deliver our services nationwide.
Our aim is to help you make the most of your software – whether this is through providing your staff with the skills they need to utilise programs, or through working with you to develop bespoke applications. We don’t see these as two distinct options, but more a continuum that our services can travel along. Because of our customisation, we are able to offer you what ever level of support you need – from standard classroom training, through workshop style sessions that can solve your problems on specific projects, to building applications for you with your design input. We even design and deliver courses on your existing bespoke software packages.
Our aim is to help you make the most of your software – whether this is through providing your staff with the skills they need to utilise programs, or through working with you to develop bespoke applications. We don’t see these as two distinct options, but more a continuum that our services can travel along. Because of our customisation, we are able to offer you what ever level of support you need – from standard classroom training, through workshop style sessions that can solve your problems on specific projects, to building applications for you with your design input. We even design and deliver courses on your existing bespoke software packages.