The  Essentials Course is a full day course using the latest version* of ACT! that covers all the basic functions of the software as well as demonstrates the concepts of Customer Relationship Management (CRM) and how you can achieve these using this in your business. 

If you feel that you are comfortable with the topics covered in the Essentials Course, please contact us to discuss Advanced training options including Administrator training.

Audience

This course is designed for individuals who have never previously used CRM systems and/or current ACT! users who have never received formal training. The course is also ideal for anyone who would like to get more out of ACT! and improve their day to day productivity.

Pre-Requisites

There is a lot of information to be covered in a one day course so an understanding of Basic Windows operations is required.

Duration

This is a one day course starting at 9am and finishing at 4pm.

Cost

$350 ex GST per person includes lunch & refreshments and a comprehensive ACT! Manual.

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Course Outline

The Basics What's Contact Management Software? Opening a Database Screen Elements The Navigation Bar Menu Toolbar Buttons Layouts Contact Record Basics Inserting a New Contact Record Working Your Contacts Locating Contacts The Contact List Sorting the Contact List Taking Notes Cleaning Up Duplicates The Lookup Menu Lookup Variations Secondary Contacts   Working Your Schedule Activities Using the Calendar Calendar vs. Task List The Task List Modifying Scheduled Activities Clearing Activities Recording an Unscheduled Activity Scheduling-General Tab Scheduling-Recurring Activities Advanced Options Scheduling Activities using the Calendar Printing the Calendar Sharing Outlook and Activities

Working with Paper Creating Letters, Memos, Fax Cover Pages Custom Templates Envelopes and Mailing Labels Reports   Working With E-Mail ACT!’s Email Using ACT! & Outlook E-Mail Merge Working with Groups & Companies About Groups About Companies Creating & Populating a Group or Company Divisions and Subgroups Cumulative Views of Notes, Histories Lookup Companies, or Groups Working with Opportunities Creating Opportunities Opportunity List View Opportunity Reports   Working with Documents Attachments Removing Files from the Documents Tab

Download the ACT! Essentials Course Outline