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ACT! Level 1 Workshop Course
This is a half day course designed to
provide new ACT! users with an entry-level
understanding of the basic features of the software.
On completion of this session delegates can expect
to be able to use ACT! basic functions confidently, on a
day to day basis.
Content Summary:
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Introduction to ACT!
Screen navigation,
menus, icons and tabs.
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Contacts: Create new Contacts, amend and
delete Contact records.
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Search
the database using various criteria
(lookups).
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Companies:
Create and amend Company records,
associate Contacts with Companies; understand
Company record structure.
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Groups:
Create and amend Group records.
Consider examples of the application of Groups.
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Calendar: Working with the Calendar including
synchronisation with Microsoft Outlook.
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Activities: Creating activities and
scheduling Appointments, Calls, To-Do’s etc. Working
with Activity Series and Alarms
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Email: Working with Outlook email; creating
Contacts from emails and linking emails to Contact
records.
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Opportunities:
Creating and managing Sales Opportunities.
Sales process creation and management and quotation
generation.
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Documents: Letters and templates. Creating
mail merges based on existing ACT! templates.
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Reports: Using ACT!’s standard reports,
filtering and exporting reports through a multitude
of media.
The session is run on an informal interactive
‘workshop’ style basis and may include exercises to
establish that delegates are able to articulate each
component of the course.
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