Introductory Training

 

Introduction to ACT!

System Overview

Logging In and User Roles

Overview of the main ACT! Screens

Tab View and Usage Best Practice

User Disciplines and Data Entry Rules

Creating New Contact Records

Creating Duplicate Records

Deleting Contact Records

Working with Secondary Contacts

 

Working with Companies

Understanding Company Records

Linking New Contacts to Companies

Linking Existing Contacts to Companies

Working with Divisions

Updating Company and Contact Information when Linked

Unlinking Contacts and Companies

Company Tab Views

 

Searching For Contacts

Best Practice Searches

Alternative Searches

Searching on Keywords and Multiple Criteria

Working with the List View Options

 

Working With Groups

Creating Basic Groups

Working with Groups and Group Membership

Groups Best Practice

Group Reporting

 

 

Correspondence & Email Integration

Using Standard Letters

Creating Standard Templates

Mail Merge

Working with Emails The Options

Using saved Email Templates

Running an Email Merge

 

Activity Scheduling

Scheduling Activities

Scheduling For Other Users

Using The Task List Effectively

Recording History Items

Using The ACT! Calendars

Integrating ACT! and Outlook Calendars

 

Sales Opportunities

Creating and Managing Sales Opportunities

Filtering Opportunity Lists

Dashboard Views

Opportunity Reports

 

Reports

Working with ACT! Reports

Reporting in Excel

Creating Labels and Envelopes

 

Web Views

Understanding Web Views

Using Links to the Internet

 

"Swiftpage ACT! Resellers, CRM Consultants and Trainers"

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Specialist CRM Consultants and Trainers

Tel:  0800 014 8582 Mobile:  07881 658758

Email:  clare@oliviaclare.co.uk