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ACT! from Sage Software introduction training. This training is highly recommended before planning any advanced training offered by CONTACTIK. This training covers all the basics features of the software in order to get user comfortable in the management of their contacts using ACT!. The training covers this subjects:
Understanding the CRM
- Overview of a CRM
- Why use a CRM?
Working with contacts
- Contact view
- Tabs and customization
- Create/Duplicate/Erase contact
Finding information
- Sorting records in a list
- The Lookup function
- Advanced Queries
- Lookup by Annual Events
Working with companies
- Company view
- Link a contact to a company
Wroking with groups
- Group view
- Attach contacts to groups
- Manage groups and subgroups
Using the Calendar
- Calendar view
- Scheduling and managing activities
- Sharing a calendar
Notes and histories
- Managing notes
- Understanding Histories and Activities
- Working with the task list
- Using the documents tab
Using E-mail
- Send and receive e-mail
- Link e-mail to history
Mail Merge
- Overview of the built-in templates
- Create a document for single contact
- Create Mail Merge to multiple contacts
- Create/Edit a template
Opportunities
- Opportunity view
- Creating and closing opportunities
- Understanding stages in a process
- Follow-up activities for opportunities
- Forecasting and reporting opportunities
Reports
- Overview of the built-in reports
- Dashboards
Sharing the DataBase
- Understanding ACT!’s structure
- Synchronizing
Shortcuts
- List of shortcuts to use in ACT!
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ACT! from Sage Software Introduction Training
