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Provided by: JCS Computer Act CrmSage |
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800/ 475-1047 Available in Missour, Michigan, Illinois
Introduction to Act Training Objectives 3
Act Overview and Fundamentals 4
Act Screen Layout 4
Contacts 5
Contact List 6
Contact Tabs 7
Filters 7
Groups 8
Independent Activity # 1 9
Contact Activities 11
Scheduled Activities for Contacts 11
Tasks 13
Calendar 14
Clearing Activities and Follow Up 16
History Tab 17
Email 18
Independent Activity # 2 19
Customizing Your Act Database 20
Preferences 20
Fields 21
Layouts 22
Day 2 Overview 24
Independent Activity # 3 25
Mail Merge 26
Create and Test the Act Document Template - adt 26
Merge the Contacts using the Template 28
Edit and Create the Email Template - gmt 30
Email Merge 31
Independent Activity # 4 32
Sales Opportunities 33
Create Sales Stages 33
Enter and Track Sales Opportunities 34
Sales Pipeline Reports 35
Closing Sales Opportunities 36
Administration 38
Users 38
Database Administration 39
Independent Activity # 5 41
Act Link to Accounting Software 42
Act Link to MAS90 42
Steps to Activate 42
MAS90 Activities which can be activated from within ACT 42
Act Link to Peachtree 43
Data Synchronization 44
Synchronizing Data with other Users (or databases) 44
Synchronizing Data with Palm Devices 45
Act for Palm Devices 46
Introduction to Act Review 48
Introduction to Act Training Evaluation 49
Introduction to Act Training Objectives 3
Act Overview and Fundamentals 4
Act Screen Layout 4
Contacts 5
Contact List 6
Contact Tabs 7
Filters 7
Groups 8
Independent Activity # 1 9
Contact Activities 11
Scheduled Activities for Contacts 11
Tasks 13
Calendar 14
Clearing Activities and Follow Up 16
History Tab 17
Email 18
Independent Activity # 2 19
Customizing Your Act Database 20
Preferences 20
Fields 21
Layouts 22
Day 2 Overview 24
Independent Activity # 3 25
Mail Merge 26
Create and Test the Act Document Template - adt 26
Merge the Contacts using the Template 28
Edit and Create the Email Template - gmt 30
Email Merge 31
Independent Activity # 4 32
Sales Opportunities 33
Create Sales Stages 33
Enter and Track Sales Opportunities 34
Sales Pipeline Reports 35
Closing Sales Opportunities 36
Administration 38
Users 38
Database Administration 39
Independent Activity # 5 41
Act Link to Accounting Software 42
Act Link to MAS90 42
Steps to Activate 42
MAS90 Activities which can be activated from within ACT 42
Act Link to Peachtree 43
Data Synchronization 44
Synchronizing Data with other Users (or databases) 44
Synchronizing Data with Palm Devices 45
Act for Palm Devices 46
Introduction to Act Review 48
Introduction to Act Training Evaluation 49
Related Software Programs or Products: ACT Software
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Certificate Program
Provided by JCS Computer
- asked: How do I get infromation on taking an ACT cert course? I am in the Philadelphia area. Are courses on line or classroom? Thanks, Cindy
- L asked: I am the administrator of ACT and while I have been a user of ACT for a number of years, I am finding some challenges in creating custom reports and templates. Do you offer classes that might cover administrators?
- J asked: Which Act progras works with Microsoft CRM . Sall Business edition? I now have a server with s Bus. Server ; Exchange Server ; Microsoft CRM . Sall Business Edition; OneNote ; & Ms Prof . We receive leads fro the internet daily which we call and refer to realtors. My end goal would be to be able to key in the nae of the client and all the eails, phone conversations, letters, etc.. show up in one place. I think I have the tools now. I just dont know how to put it together. Is their soe way to get training or to have soeone set e up?
Act Crm
800/ 475-1047 Available in Missour, Michigan, Illinois
Introduction to Act Training Objectives 3
Act Overview and Fundamentals 4
Act Screen Layout 4
Contacts 5
Contact List 6
Contact Tabs 7
Filters 7
Groups 8
Independent Activity # 1 9
Contact Activities 11
Scheduled Activities for Contacts 11
Tasks 13
Calendar 14
Clearing Activities and Follow Up 16
History Tab 17
Email 18
Independent Activity # 2 19
Customizing Your Act Database 20
Preferences 20
Fields 21
Layouts 22
Day 2 Overview 24
Independent Activity # 3 25
Mail Merge 26
Create and Test the Act Document Template - adt 26
Merge the Contacts using the Template 28
Edit and Create the Email Template - gmt 30
Email Merge 31
Independent Activity # 4 32
Sales Opportunities 33
Create Sales Stages 33
Enter and Track Sales Opportunities 34
Sales Pipeline Reports 35
Closing Sales Opportunities 36
Administration 38
Users 38
Database Administration 39
Independent Activity # 5 41
Act Link to Accounting Software 42
Act Link to MAS90 42
Steps to Activate 42
MAS90 Activities which can be activated from within ACT 42
Act Link to Peachtree 43
Data Synchronization 44
Synchronizing Data with other Users (or databases) 44
Synchronizing Data with Palm Devices 45
Act for Palm Devices 46
Introduction to Act Review 48
Introduction to Act Training Evaluation 49
Introduction to Act Training Objectives 3
Act Overview and Fundamentals 4
Act Screen Layout 4
Contacts 5
Contact List 6
Contact Tabs 7
Filters 7
Groups 8
Independent Activity # 1 9
Contact Activities 11
Scheduled Activities for Contacts 11
Tasks 13
Calendar 14
Clearing Activities and Follow Up 16
History Tab 17
Email 18
Independent Activity # 2 19
Customizing Your Act Database 20
Preferences 20
Fields 21
Layouts 22
Day 2 Overview 24
Independent Activity # 3 25
Mail Merge 26
Create and Test the Act Document Template - adt 26
Merge the Contacts using the Template 28
Edit and Create the Email Template - gmt 30
Email Merge 31
Independent Activity # 4 32
Sales Opportunities 33
Create Sales Stages 33
Enter and Track Sales Opportunities 34
Sales Pipeline Reports 35
Closing Sales Opportunities 36
Administration 38
Users 38
Database Administration 39
Independent Activity # 5 41
Act Link to Accounting Software 42
Act Link to MAS90 42
Steps to Activate 42
MAS90 Activities which can be activated from within ACT 42
Act Link to Peachtree 43
Data Synchronization 44
Synchronizing Data with other Users (or databases) 44
Synchronizing Data with Palm Devices 45
Act for Palm Devices 46
Introduction to Act Review 48
Introduction to Act Training Evaluation 49
About The Training Provider: JCS Computer
JCS Computer - 800 475 1047 JCS Computer Resource was founded to provide businesses consulting and training over 20 years ago focusing on business accounting software applications and networking. Since our inception we have provided support to over 7, 000 businesses just like yours and the number is growing over 20 percent annually.
Our motto "Helping you do more in less time" was adapted several years...
