Description

Type

Course
Location

Coventry

Class hours

7h
Start date

Different dates available

With this course students will learn advanced ACT! skills including performing mail merges and mass email merges.

Facilities

Coventry (West Midlands)

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127-129 New Union Street, CV1 2NT

Start date

Different dates availableEnrolment now open

About this course

Requirements

ACT Level 1 or equivalent knowledge.

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Subjects

Queries
Database
Mail Merge
Mailings
Mass e-mail
Outlook
Calendar Settings
Excel
Excel Sheet
File Attachments

Course programme

Lesson 1: Advanced queries and lookups

Advanced queries
Lookups by example
Company lookups
Group lookups
Opportunity lookups
Other lookups

Lesson 2: Mail merge

Document templates
Personalizing document templates
Performing a mail merge

Lesson 3: Document and file management

The Documents tab
File attachments

Lesson 4: Mass e-mail messages

E-mail templates
Mass e-mail merges

Lesson 5: Advanced activities

The Task List
Activity types and priorities
Resources
Multiple activities
Scheduling an activity series
ACT! and Outlook activities

Lesson 6: Calendar settings

Workgroup calendar features
Calendar and scheduling preferences
Printing a calendar

Lesson 7: Opportunity management

Viewing opportunities
Adding and removing opportunities
Quotes
Exporting opportunities to Excel
The opportunity process
Maintaining a product list

See related categories

Contact us

Act level 2

Questions & Answers

Reviews

Subjects

Course programme

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Act level 2

Questions & Answers

Reviews

Subjects

Course programme

Add similar coursesand compare them to help you choose.

Add similar courses
and compare them to help you choose.