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ACT!
Training Courses
ACT!
8- Advanced - (covering ACT! Professional and Workgroups
)
Course Length: One day
Overview
ACT! - Advanced - iTeach You Learn training course increase
students delegates knowledge of ACT! not only as a customer
relationship manager but also as a powerful marketing and
sales tools
Target
Student
The course is for delegates, staff, business owners who have
completed stage 1 ACT! Basic course or have used ACT!
on a day to day basics. The course builds on the fundamentals
and is designed to get the most out of your investment in
ACT! CRM
Course
Objectives
Students will use ACT! 2005 to perform advanced lookups and
queries, manage documents and files, work with e-mail templates,
and send a mass e-mail message. Students will also learn how
to integrate ACT! 2005 and Outlook to send messages and share
activities. Students will work with the Task List, creating
custom activity types and priorities, work with the calendar
feature, and learn how to manage opportunities.
Course
Prerequisites
Delegates should be proficient with ACT basic or have used
ACT on a day to day basics. Have PC computer skills in Windows
2000 / XP and experience in launching an application saving
files, creating folders and copying files
Table
of Contents
Unit 1: Advanced lookups and queries
Topic A: Advanced queries
Topic B: Lookups by example
Topic C: Additional lookups
Topic D: Company lookups
Topic E: Group lookups
Topic F: Opportunity lookups
Unit 2: Performing a mail merge
Topic A: Working with document templates
Topic B: Personalizing document templates
Topic C: Performing a mail merge
Unit 3: Document and file management
Topic A: The Documents tab
Topic B: Attaching files
Unit 4: Sending mass e-mail messages
Topic A: Working with e-mail templates
Topic B: Performing a mass e-mail merge
Unit 5: Outlook integration
Topic A: Specifying Outlook ACT! settings
Topic B: Sending messages to ACT! contacts
Topic C: Sharing ACT! and Outlook activities
Unit 6: Advanced activities
Topic A: Using the Task List
Topic B: Managing activity types and priorities
Topic C: Managing resources
Topic D: Working with multiple activities
Topic E: Scheduling an activity series
Topic F: Workgroup calendar features
Topic G: Setting activity preferences
Topic H: Printing a calendar
Unit 7: Opportunity management
Topic A: Viewing opportunities
Topic B: Adding and removing opportunities
Topic C: Generating quotes
Topic D: Exporting opportunities to Excel
Topic E: Managing the opportunity process
Topic F: Maintaining a product list
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Dates - Price Click Here
To
Book this course or enquiries - Call 0845 838 6077 or
use Call Back
Our online Booking Form
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