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ACT!
Training Courses
ACT!
8- Basic - (covering ACT! Professional and Workgroups
)
Course Length: One day
Overview
ACT! - Basic - iTeach You Learn training course introduces
students to the fundamental features of ACT!.
Target
Student
The course is for delegates, staff, business owners who are
seek training to implement an ACT! CRM system for their business
or work place. The course is designed to get the most out
of your investment in ACT! CRM
Course
Objectives
Students delegates will learn how to navigate a database,
locate records, create and delete contacts, work with company
records, perform lookups and searches, use Contact List view,
work with groups, and schedule activities. After the completion
of this course you will know how to use ACT! confidently on
a day to day basics.
Course
Prerequisites
Delegates should be familiar with basic PC computer skills
in Windows 2000 / XP. Have experience in launching an application
saving files, creating folders and copying files
Table
of Contents
Unit 1: Getting started
Topic A: Using ACT! 2005
Topic B: Navigating in ACT! 2005
Topic C: Closing a database
Unit
2: Working with contacts
Topic A: Working with the My Record
Topic B: Creating and deleting contacts
Topic C: Working with secondary contacts
Topic D: Using names and salutations
Topic E: Entering notes
Topic F: Attaching files to a contact
Unit
3: Companies and divisions
Topic A: Adding and removing companies
Topic B: Managing companies
Topic C: Managing divisions
Unit
4: Simple lookups
Topic A: Performing simple lookups
Topic B: Performing special lookups
Topic C: Replacing, adding to, and narrowing lookups
Topic D: Keyword searches
Unit
5: Contact List view
Topic A: Using the Contact List view
Topic B: Refining and creating lookups
Topic C: Customizing the Contact List view
Topic D: Integrating Microsoft Excel
Unit
6: Using groups
Topic A: Creating and deleting groups
Topic B: Changing group membership
Topic C: Working with groups
Unit
7: Scheduling activities
Topic A: Navigating the calendar views
Topic B: Scheduling activities
Topic C: Completing activities
Unit
8: Writing letters
Topic A: Setting letter preferences
Topic B: Creating template-based letters
Topic C: Printing envelopes
Topic D: Printing labels
Unit
9: Using e-mail
Topic A: Setting e-mail preferences
Topic B: Viewing e-mail in ACT!
Topic C: Composing e-mail messages
Topic D: Recording e-mail histories
Unit
10: Internet integration
Topic A: Internet integration
Topic B: Accessing maps and driving directions
Unit
11: Running reports
Topic A: Contact reports
Topic B: Group and company reports
Topic C: Opportunity reports
Topic D: Printing an Address Book
| For
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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