Training
Provided by Mullan Training
ACT! is an industry-standard
Contact Management
System by
Sage, and can be used for keeping track of important information on clients and suppliers as well as being used for key areas of marketing. It can integrate with other Sage products, making it a very powerful contact management tool.
PREREQUISITES No previous experience is necessary.
COURSE CONTENT
Familiarisation Of
ACT!
- Screen
Views
- Toolbars
- Tabs
- Filtering
- Column
Headings
- Menus
- Icons
Working
With Contacts
- Creating New Contacts
- Duplication Of Contacts
- Editing Existing Contact Information
- Deleting Contacts
- Entering Histories And Notes For Contacts
- Attaching Documents To The Contact
- Scheduling Activities With Contacts
Working With Activities
- Viewing And Filtering Activities In The Contact View
- Viewing And Filtering Activities In The Task List View
- Viewing And Filtering Activities In The Calendars
- Clearing Activities In All Three Views
Introduction To Sales & Opportunities
- Creating A New Sales And Opportunity
- Editing Sales And Opportunities
- Closing A Sale Won Or Lost
- Running Basic Sales And Opportunity Reports
Using The Contact List
- Changing The View Of The Contact List
- Finding Contacts With The Contact List
- Using The Tag Mode In The Contact List
- Editing Contact Information In The Contact List
Searching The ACT! Database
- Using The Look-Up Menu To Search For Contacts
- Adding To Look-Ups
- Narrowing Look-Ups
- Key-Word Search
Introduction To Mail Merging
- Writing A Letter, Fax Or Memo To A Contact Through ACT!
- Mail Merging To A Look-Up
- Printing Labels And Envelopes Through ACT
Introduction To E-Mailing
- Sending An E-Mail To A Contact
- Attaching E-Mails To The Contact Notes
- Viewing E-Mails Through ACT!
LOCATIONS
Courses can be delivered at our offices in Belfast city centre (opposite the Europa Hotel) or in your own workplace (where we can provide 8 laptops, projector & flipcharts).
ADDITIONAL INFORMATION
If you would like more information please do not hesitate to contact us.
For a course outline visit our website
www.mullantraining.com
or email us at
info@mullantraining.com
or telephone
0289032 2228
| This is primarily ilt training |  | Computer Lab Work |  | This class may involve group study |  | Courseware may be available for purchase |  | This class may be available at a classroom in Belfast, Co Antrim,
or at one of these training facilities: Belfast, Antrim,
|
 | Contact Mullan Training for more information |
|
| Course Level: | introductory | | Duration: | 2 days | | Training Presented in: | English |
|
