ACT (CRM) Training Part 2

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    SAM Software provides bespoke or formal ACT! training courses for both ACT Professional and Professional for Workgroups
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    SAM Software provides bespoke or formal training courses for both ACT Professional and Professional for Workgroups.

    The ACT! Software Training course can either be conducted on your premises or at our dedicated training centre. When attending our training course you will be provided with a training manual, buffet lunch and a completion certificate at the end of the course. All our courses are fully interactive and each course tutor is a fully qualified ACT! Certified Consultant

    ACT! Training in Nottingham, derby, Leicester, Birmingham, London, West Midlands, east Midlands

    Company: ACT! Software Training

    Focussed on your company requirements and taught using our syllabus but with your own customised layouts and processes (if applicable), these courses can either be held at your offices or at our training centre.

    Individual: ACT! Software Training

    Held on the first and last Wednesday, Thursday and Friday of each month, these training days are designed specifically for the individual user rather than the corporate user. Other individual users will join you on these training courses at our training centre.

    Bespoke ACT! Training Course

    Our bespoke courses are designed to meet the precise requirements of your particular organisation. This may include elements from both our standard and advanced training courses. We can also expand on topics where you may require more detail. Prior to the tailored training course taking place we will have a consultation meeting with you in order to understand your exact requirements.
    There are two elements to the training course, Beginner and Advanced, each element consisting of a one day course designed to increase the attendee's knowledge of ACT!'s functionality. By the end of the full course delegates can expect to be capable of using ACT! to its full potential as a CRM software package and sales and marketing tool, and in addition will be well trained in using the program's administrative functions and maintaining the ACT database. Delegates are however expected to have completed the first stage of training prior to moving on to the advanced level.



    • Creating multiple opportunity processes
    • Producing Sales Reports, Viewing
    • Filtering and sorting Opportunity Lists
    • Exporting Opportunity Lists to Excel
    • Generating Sales Opportunity Templates


    Working with Multiple Contacts:


    • Writing Notes and Histories to multiple contacts
    • Attaching files to multiple contacts
    • Applying global changes to multiple contacts


    Advanced Activity Scheduling:


    • Scheduling for other users
    • Granting Calendar access,
    • Customising Activity Types
    • Creating and amending an ACT! Activity Series,
    • Creating and managing Activity Types
    • Defining Activity Priorities
    • Scheduling Activities for Multiple Users and Resources*
    • Scheduling Global Events

    General Database Processes:


    • Using ACT! Import / Export Wizards,
    • Setting ACT! Preferences,
    • Defining Name preferences including Salutations,
    • Understanding Record Ownership
    • ACT!  Database creation
    • Setting up new ACT! Users and the ?My Record?
    • Deleting and re-assigning ACT!  users
    • Understanding ACT! Security Roles



    Performing Advanced Look-ups and Queries:


    • Creating a Look-up By Example,
    • Performing, Editing and Saving ACT! Queries,
    • Customising the ACT! toolbar with saved queries



    Working with ACT!  Templates:

    • Editing Microsoft Word templates,
    • Customising the ACT! menu with saved templates,
    • Mail Merge options,
    • Creating HTML templates ,
    • Performing email merges

    Company and Group Records:

    • Managing Company and Groups Records,
    • Creating Division and Sub-Group Records,
    • Using static and dynamic Membership Rules,
    • Applying changes to contact members



    Importing / Exporting Data



    • Using the ACT! Import wizards
    • Importing data from another application
    • Creating a data import map
    • Exporting ACT! data to other applications,
    • Exporting a Contact List


    ACT! Database Maintenance:


    • Scanning and removing Duplicate Records
    • Backing up an ACT! database
    • Restoring ACT! Data
    • Locking / Unlocking a database
    • Clearing old contact data
    • Key pointers for database performance and data integrity



    Additional Information

    Weight 1.0000
    Manufacturer No

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