ACT! Level 2 Workshop Course

This is a half day course designed to increase the delegate's knowledge of ACT! features and functions in order to maximise its contribution to their business.

By the end of this course delegates can expect to have a thorough understanding of ACT! as a Sales and Marketing tool and its structure in a networked environment including synchronisation. Delegates will be expected to have completed ACT! Level 1 course or have previous experience of working with ACT! on a day to day basis. A basic knowledge of working in a windows environment and use of Excel are recommended.
 

Content Summary:

• Multiple Contacts - Creating notes, recording histories and attaching files to multiple contacts, applying global changes.

• Multiple Tasks - Scheduling and creating tasks for multiple contacts, creating activities for multiple users, Integrating ACT! with Outlook.

• Customisation of activities - Creating activity series and new activity types, scheduling tasks for other users and defining priority levels.

• Advanced Searches: Performing advanced Lookups and Queries to create groups of finely targeted Contacts.
  Field Mapping and duplication checking

• Companies and groups - creating and setting up groups and companies, creating sub-groups, group management and criteria's.

• Working with writing tools - creating word and html templates, editing documents, opportunity reports, using filters and e-mail merging, creating & editing of reports to customise output to meet specific needs.

• Database customisation including the creation of new fields and pick lists.
  Layout design: adapting the ACT! Contact, Company and Group screens to present data in a format suitable most for system users.

• Data security issues: setting password policies and managing field level security.

• Import and export: Understanding the database and how to import records from other packages and output data for exchange with third party application. Understanding field mapping and duplication checking.

• Synchronisation setup and management
   

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.

Check availability and pricing for upcoming courses here: