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ACT! Users Course

  • Price £395.00
  • Duration 2 day(s)
All major credit cards accepted

Description

This is an introductory course that will help you understand and get the best out of ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and how to mail merge.

Prerequisites

None

Skills

See Course Content

Course Content

What will I learn by the end of this course?

Be more familiar with navigation and what ACT! can do for you
Understand how to manage your contacts
Know how to use lookups and searches
Know how to use the Document tab, including editing, adding and mapping to spreadsheets
Know more about Groups and Companies and how to use subgroups and divisions
Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
Be able to create letters, letter templates and understand how to use mail merge
Understand how to use email integration
Overview of database synchronisation.

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