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ACT! Introduction

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Introduction

Symantec/Sage Act is a leading contact management programme. As well as storing details of your sales contacts it keeps a record of past dealings and sales. Future conversations and meetings can be scheduled in to provide a to-do list for each day. 

Objectives

This course teaches all the skills required to use Act to organise your sales calls. Creating and amending contacts is taught followed by scheduling and reporting. 

Designed for

New users who will be using Act on a day-to-day basis. Trainees will need to be comfortable with the Windows environment. 

Duration

One day 

Topics

  • Getting started with ACT!
  • The menus
  • The Toolbar
  • The Status Bar
  • Working with ACT!
  • Moving around the database
  • The Contact Screen
  • Viewing Records
  • Adding Contacts
  • Deleting Contacts
  • Customising user fields
  • Customising Layouts
  • Using replace
  • Working with Contacts
  • Using Lookups
  • Creating Groups and Sub-Groups
  • Searcing and Sorting
  • Working with Notes
  • Using Your History
  • Sales Opportunities
  • Managing Your Day
  • Scheduling a Phone Call
  • Scheduling a Meeting
  • Scheduling a To-Do
  • Using the Timer
  • Task Lis
  • Using Calendars
  • Synchronizing your calendar with Outlook
  • Word Processing
  • Letters and faxes
  • Sending Mailshots
  • Using Email
  • Activity Reports
  • Other Reports

Follow-up

Individual consultancy and tuition as required. 

Get in Touch

Pricing Guide:

  • 1

    £495 per head

  • 4

    £130 per head

  • 8

    £70 per head

Ask us about training for roll-outs and bespoke systems.

…and every course includes

  • Custom-building the course for you
  • Free post-course support helpline
  • All course materials
  • Trainer expenses