Administrator Training

 

Database Structures

Understanding Your ACT! Installation

How ACT! works on a Network

Locating ACT! Folder Structures

Best Practice Preference Settings

Setting Outlook Integration

Setting Activity Scheduling Preferences

 

Database Maintenance

Creating & Updating User Record Cards

Understanding & Setting User Roles

Working with Teams

Using the ACT! Scheduler

Dealing with Duplicate Record Cards

 

Data Movement

Preparation of Eternal Data for Import

Importing Data 

Export Options 

Saving Data Maps

Global Updates to Record Cards

 

Advanced Searches

Creating Advanced Searches

Inserting Saved Searches in Menu Lines

Applying to Dynamic Groups

 

Working With Groups

Advanced Groups 

Dynamic v Static Groups

Creating Dynamic Groups

 

Customisation

Changing Existing Field Definitions

Creating New Field Definitions

Understanding Field Security

Working with the Layout Designer

Adding New Icons and Menu Line Items

 

Sales Opportunities

Working with the Opportunity Layout Designer

Setting up Sales Processes

Setting up Product Lists

Dashboard Editing

Creating New Dashboards

 

Reporting

Modifying Existing ACT! Reports

Designing New ACT! Reports

Setting Report Filters

Working with Favourite Reports*

*2010 only

 

Sharing Data with Remote Users

Synchronisation an Explanation

Setting up Synchronisation 

Understanding Synchronisation Logs and Reports

ACT! For Web Options

 

Web Link Options

Understanding Web Link Options

Creating A New Web Link

  • Wix Facebook page
  • LinkedIn App Icon
  • Wix Twitter page
  • Wix Google+ page

Specialist CRM Consultants and Trainers

Tel:  0800 014 8582 Mobile:  07881 658758

Email:  clare@oliviaclare.co.uk