ACT! CRM Training

Hunter Systems  provides bespoke or formal ACT! training courses for both ACT Professional and Professional for Workgroups.

ACT! Software Training can either be conducted on your premises or at our dedicated training centre. When attending our ACT! software training course you will be provided with an ACT! training manual, buffet lunch and a completion certificate at the end of the ACT! training course. All our courses are fully interactive and each course tutor is a fully qualified ACT! Certified Consultant

Company ACT! Software Training

Focussed on your company requirements and taught using our syllabus but with your own customised layouts and processes (if applicable), these courses can either be held at your offices or at our ACT! training centre.

Individual ACT! Software Training

Held on the first and last Wednesday, Thursday and Friday of each month, these training days are designed specifically for the individual user rather than the corporate user. Other individual users will join you on these ACT! training courses at our training centre.

Bespoke ACT! Training Course

Our tailored courses are designed specifically to meet your requirements. This may include elements from both our standard and advanced ACT! training courses. We can also expand on topics where you may require more detail. Prior to the tailored training course taking place we will have a consultation meeting with you in order to understand your exact requirements.

There are two elements to the ACT training, Beginner and Advanced, each element consists of a one day course designed to increase the delegate's knowledge to all of ACT!'s functions. By the end of this course delegates can expect to be able to use ACT! to its fullest as a contact relationship management software package, a sales and marketing tool or is able to perform administrative functions and maintain the ACT database. Delegates will be expected to have completed the previous level
prior to moving onto the advanced level.

Course Content

Beginner (1 Day)

Introduction:

  • ACT! Screen Elements,
  • Navigation Bar Menu,
  • Icons and Tabs

Contact Record Basics:

  • Structure of a Contact Record,
  • Data Entry Rules,
  • Limit User access to Contacts*,
  • Notes and History Tabs,
  • Rich text formatting, Creating,
  • Editing and Deleting Records

Groups and Companies:

  • Creating and populating a Group or Company,
  • Switching Group and Company View Bar,
  • Collective Notes, History,
  • Activity and Sales Entries

Using ACT! Reports:

  • Introducing ACT! Reports,
  • Running and filtering ACT!  reports,
  • Using Company, Group and Opportunity reports,
  • Saving ACT! Reports and printing options

Locating Contacts:

  • The Lookup Menu,
  • Lookup Variations, Contact List,
  • Customising Contact List View,
  • Contact Tag Mode,
  • Searching Secondary Contacts,
  • Annual Events Tracker,
  • Contact Activity,
  • Keyword Searches,
  • Creating A Look-up Query

Document Management:

  • Document attachments, Opening,
  • editing and removing files

Opportunity Management:

  • Creating Opportunities, Editing,
  • Closing and filtering opportunities,
  • Producing standard sales reports

Activity and Calendar Management:

  • Creating Activities, Viewing Activities
  • Customising the Work Week Calendar View,
  • Scheduling with multiple contacts,
  • ACT! Activities integrated with Outlook

Working with ACT! e-mail:

  • Sending / receiving e-mails,
  • Microsoft Outlook and ACT! e-mail integration,
    Creating a contact records from incoming e-mail,
  • Attaching e-mails to a Contact,
  • Creating an activity from an e-mail, and e-mail merges

Writing Correspondence and Mail Merges:

  • Using ACT! to write letters,
  • Creating ACT! letter templates,
  • Mail merging to contacts,
  • Using the ACT! menu within Microsoft Word,
  • Printing labels and envelope

Internet Services:

  • ACT! Internet Services menu options,
  • Attaching web pages to Contacts

Advanced (1 Day)

Opportunities

  • Creating multiple opportunity processes
  • Producing ACT! Sales Reports, Viewing
  • Filtering and sorting Opportunity Lists
  • Exporting Opportunity Lists to Excel
  • Generating Sales Opportunity Templates

Working with Multiple Contacts:

  • Writing Notes and Histories to multiple contacts
  • Attaching files to multiple contacts
  • Applying global changes to multiple contacts

Advanced Activity Scheduling:

  • Scheduling for other users
  • Granting Calendar access,
  • Customising Activity Types
  • Creating and amending an ACT! Activity Series,
  • Creating and managing Activity Types
  • Defining Activity Priorities
  • Scheduling Activities for Multiple Users and
    Resources*
  • Scheduling Global Events

General Database Processes:

  • Using ACT! Import / Export Wizards,
  • Setting ACT! Preferences,
  • Defining Name preferences including Salutations,
  • Understanding Record Ownership
  • ACT!  Database creation
  • Setting up new ACT! Users and the ?My Record?
  • Deleting and re-assigning ACT!  users
  • Understanding ACT! Security Roles

Performing Advanced Look-ups and Queries:

  • Creating a Look-up By Example,
  • Performing, Editing and Saving ACT! Queries,
  • Customising the ACT! toolbar with saved queries

Working with ACT!  Templates:

  • Editing Microsoft Word templates,
  • Customising the ACT! menu with saved templates,
  • Mail Merge options,
  • Creating HTML templates ,
  • Performing email merges

Company and Group Records:

  • Managing Company and Groups Records,
  • Creating Division and Sub-Group Records,
  • Using static and dynamic Membership Rules,
  • Applying changes to contact members

Importing / Exporting Data

  • Using the ACT! Import wizards
  • Importing data from another application
  • Creating a data import map
  • Exporting ACT! data to other applications,
  • Exporting a Contact List

ACT! Database Maintenance:

  • Scanning and removing Duplicate Records
  • Backing up an ACT! database
  • Restoring ACT! Data
  • Locking / Unlocking a database
  • Clearing old contact data
  • Key pointers for database performance and data
    integrity

Available Dates

Day

Date

Level

Centre Location
Monday 4th Jan 2010 Beginner Nottingham
Tuesday 5th Jan 2010 Advanced Nottingham
Monday 5th Apr 2010 Beginner Nottingham
Tuesday 6th Apr 2010 Advanced Nottingham
Monday 5th Jul 2010 Beginner Nottingham
Tuesday 6th Jul 2010 Advanced Nottingham
Monday 4th Oct 2010 Beginner Nottingham
Tuesday 5th Oct 2010 Advanced Nottingham
       

Day

Date

Level

Centre Location
Monday 1st Feb 2010 Beginner Birmingham
Tuesday 2nd Feb 2010 Advanced Birmingham
Monday 3rd May 2010 Beginner Birmingham
Tuesday 4th May 2010 Advanced Birmingham
Monday 2nd Aug 2010 Beginner Birmingham
Tuesday 3rd Aug 2010 Advanced Birmingham
Monday 1st Nov 2010 Beginner Birmingham
Tuesday 2nd Nov 2010 Advanced Birmingham
       

Day

Date

Level

Centre Location
Monday 1st Mar 2010 Beginner London
Tuesday 2nd Mar 2010 Advanced London
Monday 7th Jun 2010 Beginner London
Tuesday 8th Jun 2010 Advanced London
Monday 6th Sep 2010 Beginner London
Tuesday 7th Sep 2010 Advanced London
Monday 6th Dec 2010 Beginner London
Tuesday 7th Dec 2010 Advanced London

For more information Please Call - +44 (0)845 372 7007