ACT! by Sage Stage 1 Manchester

Discover the basics behind ACT! by Sage, including setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, dashboards, email and letter templates.

Course Content

By the end of this course you will:

Be more familiar with navigation and what ACT! by Sage can do for you
Understand how to manage your contacts
Know how to use Lookups and Searches
Know how to use the Document tab, including editing, adding and mapping to spreadsheets
Know more about Groups and Companies and how to use subgroups and divisions
Be able to import mailing lists and export data to Microsoft® Excel
Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
Be familiar with ACT! by Sage Dashboards
Be able to create letters, letter templates and understand how to use mail merge
Understand how to use email integration
Know how to deal with duplicate records and make global changes
Understand how to use Database Maintenance, including taking a backup
Know how to set up and perform synchronisation
Take the next step in your ACT! training with ACT! by Sage Stage 2.

Customers who completed this course also attended:

ACT! by Sage Stage 2
Sage 50 Accounts Stage 1
Sage 50 Accounts Stage 2