ACT CRM Training Course Beginner

Date: 
Repeats every month on the Monday until Sat Dec 31 2011 .
Monday, 4 January, 2010 - 09:00 - 16:30
Monday, 1 February, 2010 - 09:00 - 16:30
Monday, 1 March, 2010 - 09:00 - 16:30
Monday, 5 April, 2010 - 09:00 - 16:30
Monday, 3 May, 2010 - 09:00 - 16:30
Monday, 7 June, 2010 - 09:00 - 16:30
Monday, 5 July, 2010 - 09:00 - 16:30
Monday, 2 August, 2010 - 09:00 - 16:30
Monday, 6 September, 2010 - 09:00 - 16:30
Monday, 4 October, 2010 - 09:00 - 16:30
Monday, 1 November, 2010 - 09:00 - 16:30
Monday, 6 December, 2010 - 09:00 - 16:30
Monday, 3 January, 2011 - 09:00 - 16:30
Monday, 7 February, 2011 - 09:00 - 16:30
Monday, 7 March, 2011 - 09:00 - 16:30
Monday, 4 April, 2011 - 09:00 - 16:30
Monday, 2 May, 2011 - 09:00 - 16:30
Monday, 6 June, 2011 - 09:00 - 16:30
Monday, 4 July, 2011 - 09:00 - 16:30
Monday, 1 August, 2011 - 09:00 - 16:30
Monday, 5 September, 2011 - 09:00 - 16:30
Monday, 3 October, 2011 - 09:00 - 16:30
Monday, 7 November, 2011 - 09:00 - 16:30
Monday, 5 December, 2011 - 09:00 - 16:30

ACT Beginner Course Content

Course Duration: 1 Day

Locations: Nottingham, Birmingham and London

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

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