Act Level 1
| Date |
Location |
Duration |
Cost |
| 08 Oct 2010 (Fri) | Washington | 1 | £ 245 |
| 13 Jun 2011 (Mon) | Washington | 1 | £ 245 |
Please contact us to discuss private course dates and locations |
Course Overview
This course is intended to give an introduction to the Act! program and a confidence in the main program features and how they can be used to benefit your organisation
Prerequisites
- This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc. As this is an introductory course no prior knowledge of Act! Or databases is necessary.
Objectives
Training Options
- Scheduled public courses at one of our training venues
- Private course at your company office throughout the UK, at one of our training venues (Durham, Newcastle or Washington) or at an independent location, convenient to you
- Bespoke course written to your specific needs, at your company office throughout the UK, at our training venue or at an independent location, convenient to you
- For further information please contact us on 0191 377 8377
What's Included
- 1 delegate per computer
- Relaxed refreshment area at our training venues
- Lunch and refreshments when training is delivered at our training venue
- Comprehensive course manual and exercises
Course Content
Introduction to Act!
Overview and General Navigation
Contact Records
Creating a new contact
Searching for contacts
Creating Groups
Customising Act!
Creating and Editing Fields
Creating 'Lookup lists'
Amending the contact record layout
Tracking Activities
Creating Activity types
Recording Activities and Tasks
Recording 'Follow ups'
Reporting on Activities
Opportunities
Defining your 'Opportunity Cycle'
Creating a New Opportunity
Creating Quotes
Completing Opportunities (won or lost)
Reporting on Opportunities
Correspondence
Creating letters from existing templates
Using the 'Mail merge' feature
Creating e-mail messages
Data Integrity
Database Maintenance
Backup and Restore
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