|
ACT!
Training Courses
ACT!
- 2005- New Features
Covering ACT! Professional and Workgroups
Course Length: One day
Overview
ACT! -New Features - iTeach You Learn training course is ideal
for Student / delegates who are or will be upgrading from
ACT! 6 TO act! 7 or 8. A lot has changed since ACT! 6 starting
with the engine which was based on dBase. ACT! Professional
/ Workgroups runs on Microsoft SQL which is bundled with ACT!
7 / 8.
Target
Student
The course is for delegates who are competent with ACT! 6
and have moved or moving to ACT! 7/ 8 professional or Workgroups
Course Objectives
Students will locate database supplemental files, use the
new views, tabs, and menus, attach files to contact records,
manage attached documents, and limit contact access to records.
Topic coverage also includes navigation of calendar views,
creation and removal of activity types and custom priorities,
resource management, and calendar access permissions. Students
will also learn how to manage groups and company records,
filter, manage, and export opportunities, attach a Web page
to a contact record, and generate maps and driving directions
Course
Prerequisites
Delegates must have completed ACT! 6 Basic and ACT! 6 Advanced
before attending this training course
Table
of Contents
Unit 1: Basic navigation
Topic A: Locating database files
Topic B: Exploring the new user interface
Topic C: Using new views and tabs
Topic D: Examining new menu structures
Unit 2: Working with contacts
Topic A: Working with secondary contacts
Topic B: Using names and salutations
Topic C: Entering notes and history items
Topic D: Attaching files to a contact
Topic E: The Documents tab
Topic F: Limiting contact access
Unit 3: Lookups and queries
Topic A: Performing simple lookups
Topic B: Advanced queries
Topic C: Lookups by example
Unit 4: Scheduling activities
Topic A: Navigating the calendar views
Topic B: Scheduling activities
Topic C: Managing activity types and priorities
Topic D: Managing resources
Topic E: Workgroup calendar features
Unit 5: Using groups
Topic A: Creating and deleting groups
Topic B: Changing group membership
Topic C: Working with groups
Topic D: Using group field lookups
Unit 6: Companies and divisions
Topic A: Adding and removing companies
Topic B: Managing companies
Topic C: Managing divisions
Topic D: Company lookups
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
Topic G: Opportunity lookups
Unit 8: Internet integration
Topic A: Internet integration
Topic B: Accessing maps and driving directions
| For
Dates - Price Click Here
To
Book this course or enquiries - Call 0845 838 6077 or
use Call Back
Our online Booking Form
|
|
