ACT! by Sage

Training

In Glasgow, Birmingham, Bristol and 6 other venues

£ 259 + VAT

Description

  • Duration

    2 Days

Description

Discover the basics behind ACT! by Sage, including setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, dashboards, email and letter templates.
Suitable for: Designed for database administrators and anyone who will be required to edit the database design.

Facilities

Location

Starts

Birmingham (West Midlands)
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151 - 165 Edmund Street, 1st Floor, Interchange Place, B3 2TA

Starts

On request
Bristol (Avon)
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Bond Street, 1st Floor Century Place, BS2 9AG

Starts

On request
Croydon (London)
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233 High Street, Leon House, CR0 9XT

Starts

On request
Glasgow
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18 Blythswood Square, 3rd Floor, G2 4BG

Starts

On request
Leeds (West Yorkshire)
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1 City Square, 2nd Floor Palladia, LS1 2ES

Starts

On request
London
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Unit 3 And 4 The Exchange, Brent Cross Gardens, Brent Cross, NW4 3RJ

Starts

On request
Manchester (Greater Manchester)
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Salford Quays, Building 7 Exchange Quay, M5 3EP

Starts

On request
Newcastle Upon Tyne (Tyne and Wear)
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North Park, NE13 9AA

Starts

On request
Wokingham (Berkshire)
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Wharfedale Road, Winnersh, Sage House, RG41 5RD

Starts

On request
See all (9)

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Course programme

ACT! Training Courses - ACT! by Sage - Users Course

This is an introductory course that will help you understand and get the best out of Sage ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and how to mail merge.

What will I learn by the end of this course?

  • Be more familiar with navigation and what Sage ACT! can do for you
  • Understand how to manage your contacts
  • Know how to use lookups and searches
  • Know how to use the Document tab, including editing, adding and mapping to spreadsheets
  • Know more about Groups and Companies and how to use subgroups and divisions
  • Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
  • Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
  • Be able to create letters, letter templates and understand how to use mail merge
  • Understand how to use email integration
  • Overview of database synchronisation

The Sage ACT! Administrators Course contains topics and information required by anyone who will be responsible for database administration.

Customers who completed this course also attended:

  • Sage ACT! Administrators Course.

ACT! by Sage

£ 259 + VAT