Sage ACT Training Advanced

Date: 
Next training (Monthly): Wednesday, 7 March, 2012 - 09:30-16:30 View all dates

All scheduled dates:

  • Wednesday, 8 February, 2012 - 09:30-16:30 (ended)
  • Wednesday, 7 March, 2012 - 09:30-16:30 
  • Wednesday, 4 April, 2012 - 09:30-16:30 
  • Wednesday, 2 May, 2012 - 09:30-16:30 
  • Wednesday, 6 June, 2012 - 09:30-16:30 
  • Wednesday, 4 July, 2012 - 09:30-16:30 
  • Wednesday, 1 August, 2012 - 09:30-16:30 
  • Wednesday, 5 September, 2012 - 09:30-16:30 
  • Wednesday, 3 October, 2012 - 09:30-16:30 
  • Wednesday, 7 November, 2012 - 09:30-16:30 
  • Wednesday, 5 December, 2012 - 09:30-16:30 

Course Duration: 1 Day

Locations: Nottingham; Birmingham; London

 Book Sage ACT! training Course

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.

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

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

Call Hunter Systems today on tel: 0845 372 7007, or email: info@hslsoft.com or use the Contact Form to discuss your company’s IT/Software requirements, or explore our website to find out more about Hunter Systems, our products and services and why you should choose us.