ACT 2010 Standard Training

Short course

Online

Price on request

Description

  • Type

    Short course

  • Methodology

    Online

  • Duration

    1 Day

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Course programme

ACT! 2010 Standard Training Course

This is a one day course designed to introduce the ACT! user to its basic functions.

By the end of this course, delegates can expect to be able to use the basic functions in ACT! confidently.

Familiarisation of ACT! 2010 Software

  • The Welcome Page
  • Navigation Pane
  • Context Specific tabs
  • Screen Views
  • Stacked Toolbars
  • Filtering
  • Column Headings
  • Menus
  • Icon Bar
  • Groups view
  • Companies view

Working with contacts in ACT! 2010

  • Creating new Contacts
  • Duplicating Contacts
  • Editing existing contact information
  • Deleting Contacts
  • Entering Notes
  • Entering History
  • Attaching Documents and Files to History
  • Scheduling activities with contacts

Working with activities in ACT! 2010

  • Viewing and filtering activities in the contact view
  • Viewing and filtering activities in the task list view
  • Viewing and filtering activities in the calendars
  • Clearing activities in all three views
  • Send invites via iCalendar

Introduction to Sales Opportunities in ACT! 2010

  • Creating a new opportunity
  • Editing opportunities
  • Closing a sale won or lost
  • Running basic opportunity reports

Using the contact list in ACT!

  • Changing the view of the contact list
  • Finding contacts with the contact list
  • Using Tag mode in the contact list
  • Editing contact information in the contact list

Searching the ACT! Database

  • Using the look-up menu to search for contacts
  • Adding to look-ups
  • Narrowing Look-ups
  • Key-word search

Introduction to mail merging in ACT!

  • Writing a letter, fax or memo to a contact through ACT!
  • Mail merging to a look-up
  • Printing labels and envelopes through ACT

Introduction to e-mailing in ACT! 2010

  • Sending an e-mail to a contact
  • Attaching e-mails to the contact notes
  • Viewing e-mails through ACT!
  • Creating a contact from an email
  • Attaching emails to contacts from Outlook
  • Creating an ACT! Activity from Outlook

ACT! E-marketing (optional)

  • Creating templates
  • Preparing to send blast to lookups or groups
  • Understanding the reports
  • Creating surveys
  • Drip Marketing

Let us know if you want to cover other features not on this list, we’re always flexible and will create a course just for you.

ACT 2010 Standard Training

Price on request