ACT CRM Training Course Advanced

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

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

• 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:

• 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

• 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