Sage ACT!

Introduction and Creating a Database

ACT! as a Sales and Marketing tool

Creating a new database

Importing existing data

Contacts

The Main Contact Screen, Toolbars and Tabs

Contact List View

Creating new contacts

Creating another contact in the same company

Editing and Deleting contact

Finding and sorting contacts

Using Tag Mode to select or deselect

Lookups

Using Look-Ups in the database

Narrowing Look-ups

Queries

Key-Word Search

Groups

Creating Groups

Creating Sub-Groups

Adding Contacts to Groups

Viewing Groups

Creating Companies

Creating Divisions

Adding Contacts to Companies

Relationships

Creating Relationships between Contacts

Using Relationship Links

Notes and History

Adding Notes and Histories to Contacts and Companies

Attaching documents to contact records

Activities

Scheduling Meetings, Calls & To-Dos

Clearing completed activities

Viewing the Task List

Viewing Tasks in the Calendar

Creating Custom Activities

Sales Opportunities

Creating New Sales Opportunities

Recording information for Marketing

Managing the Sales Pipeline

Customising the Sales Pipeline

Sales Forecasting

Exporting your Sales Forecast to Excel

Communication Tools

Writing a Letter, Fax or Memo

Using Letter Templates

Running a Mail-Merge to a group of Contacts

Printing Labels and Envelopes

Writing an E-Mail

Attaching E-Mails to the Contact

Mail Merge E-Mails

Outlook Integration

Sending E-Mails through Outlook

Receiving E-Mails through Outlook

Setting up an ACT! Address Book in Outlook

Calendar

Sharing Calendar information between ACT! and Outlook

Dashboard

Reporting Dashboards and types of dashboard

Changing the dashboard

Filtering dashboard data and creating new Dashboards

Reports

Text Reports

Standard Reports

Opportunity Reports

Activity Reports

Modifying Reports

Exporting Excel

Exporting to Excel