Now you can benefit from ON-SITE TRAINING for all your ACT! users.

Whether it's a new system or you need some specialist top-up or "plateau buster" training we can help. Have an ACT! by Sage Certified trainer support you at your premises.  All versions of ACT! and all abilities catered for.

We have standard courses, or we can adapt the training programme to your specific needs and requirements.

It's a really worthwhile day that empowers your team to get the most out of your investment.

Train your people on your database , at your premises- it doesn't get better than that.

Some of the "Standard" courses we run include:

New - ACT! 2009 (V11) - Working with ACT! Premium - ACT! for Sales and Marketing - ACT! for Telesales - Working with ACT! V6

Call 0845 603 6755 for a pricing and availability.

Or e-mail: act_training@bigbluemarketing.co.uk

                          Typical Course Contents

Morning

Afternoon

What can ACT! do for me? Organising your contacts Organising yourself ACT! as a Sales and Marketing tool Creating a new database Starting from scratch Upgrading from a previous version Importing existing data Getting help! The Main Contact Screen Toolbars Navigation Bar Upper Screen Contents Lower Screen Contents Tabs Layout Button Contact List View Working With Contacts Creating new contacts Creating another contact in the same company Editing contact information Deleting contacts Adding Notes and Histories to Contacts Attaching documents to contact records Using the Contact List View Changing columns in list view Finding and sorting contacts in list view Using Tag Mode to select or deselect contacts Exporting to Excel Finding People and Things in ACT! Using Look-Ups to search the database Adding to Look-ups Narrowing Look-ups Special Look-ups Queries Key-Word Search Groups Creating Groups Creating Sub-Groups Adding Contacts to Groups Viewing Groups Companies Creating Companies Creating Divisions Adding Contacts to Companies Linking Contacts and Companies Adding Notes and Histories to Companies

Scheduling Activities Scheduling Activities Scheduling Meetings, Calls & To-Dos Clearing completed activities. Viewing the Task List Viewing Tasks in the Calendar Creating Custom Activities Working With Sales Opportunities Creating a New Sales Opportunity Recording information for Marketing Managing the Sales Pipeline Customising the Sales Pipeline Winning or Losing the Sale Sales Forecasting Exporting your Sales Forecast to Excel Communicating with People Writing a Letter, Fax or Memo Using Letter Templates Creating your own templates Running a Mail-Merge to a group of Contacts Printing Labels and Envelopes Writing an E-Mail Attaching E-Mails to the Contact Sending bulk E-Mails Outlook Integration Sending E-Mails through Outlook Receiving E-Mails through Outlook Recording E-Mails in ACT! Contact History Setting up an ACT! Address Book in Outlook Creating a new ACT! Contact from an Outlook E-Mail - even if ACT! is closed! Sharing Calendar information between ACT! and Outlook Reporting Dashboards  Types of dashboard  Changing the dashboard Filtering dashboard data Creating New Dashboards  Text Reports Standard Reports  Opportunity Reports  Activity Reports Modifying Reports Database Maintenance Check and Repair your database Backing-Up your database Where to get Help and Support SageCover Add-On Products  How to find and Add-on Product