ACT! 10 Essentials and Beyond (1 Day)
Brief Outline:
ACT! is a powerful customer relationship management database for keeping in touch with people, activities and documents.
You will learn, how to record your contact details in ACT!'s database and how to organise and search for contacts. You will learn how to create letters, faxes, e-mails and other documents that can be linked to the contacts in your database. Mail merges are an important focus in the course.
You will work with an example of a customer database file and cover some great suggestions for implementing marketing programs.
Detailed Outcomes:
By the end of your learning, you will be able to:
- Describe the ACT! screen.
- Add and edit records.
- Use Notes and History.
- Define and use Groups.
- Use Contact List and tag records.
- Use ACT! Lookups to find records.
- Create and save queries.
- Write letters to one or many contacts.
- Attach documents to records.
- Send email to one or more multiple contacts.
- Schedule meetings and to-do tasks.
- Customise database fields.
- Customise the design layout.
- Change preferences to control the application.
Recommended Prior Experience (Prerequisites):
No experience in using ACT! is required nor assumed. Participants are expected to have a sound knowledge of and experience with a Windows PC.
Dates & Bookings ► | Manuals for Sale ► | Advanced ►
ACT! 10 Advanced (1 Day)
Brief Outline:
ACT! is a powerful database tool for managing your contacts, customers, clients, correspondence, meetings, tasks, and many other elements used in keeping in touch with people, activities and documents.
You will learn how to best record your contact details in ACT!'s database. You will learn how to use powerful lookup functions that allow you to find that particular contact or group of contacts depending on certain criteria.
You will work with a sample ACT! database that incorporates the features most required.
Detailed Outcomes:
By the end of your learning, you will be able to:
- Revise exercises using ACT!'s shortcuts and main features.
- Create, use and save ACT! queries to lookup records.
- Apply advanced customisation to fields.
- Customise menus and toolbars for quick access to queries and correspondence.
- Use and manage document attachments.
- Describe and use database backup, synchronising and maintenance features.
- Describe and use database security and password features.
- Devise a marketing plan and use ACT! to carry out plan.
- Adapt ACT! for particular business types.
- Describe and change preferences for e-mail, document and database set up.
Recommended Prior Experience (Prerequisites):
CLASS Training Essentials & Beyond Course or proven experience with ACT!
Dates & Bookings ► | Manuals for Sale ►