ACT! 2010 Software Training Course

Our ACT! training courses are run as informal demonstration-based sessions. Our trainers are fully qualified ACT! Product Specialists with a number of years experience in helping individuals and organisations use ACT! to maximum effect.

This format enables us to cover the broadest possible spectrum of product features within the time available. Delegates are invited to make notes and ask questions that enable them to extract maximum value from the training sessions. They are encouraged to schedule time during the days immediately after the course to apply what they have learned back in their own work environments. Delegates may bring their own laptops to the course if they wish to apply the theory in a more practical way during the session.

The course includes:

· Introduction to ACT!: Screen navigation, menus, icons and tabs.
· Contacts: Create new Contacts, amend and delete Contact records.
Search for a Contact or group of Contacts (using lookups).
· Companies: Create and amend Company records, associate
Contacts with Companies; understand Company record structure.
· Groups: Create and amend Group records. Consider examples of the
application of Groups.
· Calendar: Working with the Calendar including synchronisation with
Microsoft Outlook.
· Activities: Creating activities and scheduling Appointments, Calls, To-
Do’s etc. Working with Activity Series and Alarms
· Email: Working with the ACT! Email client; creating Contacts from
emails and linking emails to Contact records. Synchronisation with
Outlook email.
· Opportunities: Creating and managing Sales Opportunities. Sales
process creation and management and quotation generation.
· Documents: Letters and templates. Creating mail merges based on
existing ACT! templates.
· Reports: Using ACT!’s standard reports, filtering and exporting reports

through a multitude of media.
· Customisation of activities: Creating Activity Series and new Activity
types; scheduling Activities for others and defining priority levels.
· Multiple contacts: Amending groups of Contact records, applying
global changes.
· Advanced Searches: Performing advanced Lookups and Queries to
create groups of finely targeted Contacts.
· Document templates: Basic editing of document templates for mail
merges.
· Report templates: Basic editing of report templates to customise output
to meet specific needs.
· Dashboard Customisation: Editing of dashboard templates to
customise application to support day to day business activity.
· 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.
· ACT! eMarketing: In-depth exploration of ACT’s powerful new
intergrated email marketing capability (Swiftpage). Creating sucessful
email marketing campaignns and measuring their performance.

Our training sessions have small class sizes of between 4-8 so there will be plenty of opportunity for discussion and questions and answers.