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ACT!
Training Courses
ACT!
6- Advanced - 2000
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 must have compleated ACT!
6 Basic and 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: Working with queries and reports
Topic A: Creating queries
Topic B: Creating advanced queries
Topic C: Handling reports
Unit 2: Using Mail Merge and templates
Topic A: Using Mail Merge
Topic B: Using templates
Unit 3: Exchanging and synchronizing data
Topic A: Exchanging data
Topic B: Synchronizing databases
Unit 4: Customizing ACT!
Topic A: Working with settings
Topic B: Modifying fields
Topic C: Modifying layouts
Topic D: Customizing menus and keyboard shortcuts
Unit 5: Administering ACT!
Topic A: Securing data
Topic B: Database maintenance
Unit 6: Accessing the Web from ACT!
Topic A: Working with links
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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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