ACT! SOFTWARE TRAINING & SALES

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Example of One-Day On-Site Sage Act! Training

Morning

  • 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
  • Relationships (V11.1 onwards)
    • Creating Relationships between Contacts
    • Using Relationship Links

Afternoon

  • 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
    • **NEW** Act! emarketing
  • 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
  • Web Info
    • The Web Info Tab
    • Editing Web Content
  • E-mail Marketing
    • Your first email blast
    • Monitoring Results
  • 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
    • **New** Act! Feature Pack – Timeline
    • **New** Act! Feature Pack – Lead Capture