ACT! by Sage is used every day in the running of our own business, so we know the most commonly used features that are of most importance to you. We will clearly guide you through the use of these, as well as through the more advanced features.
How it works…
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Read - what ACT! by Sage has to offer & discuss your company’s needs with one our advisors.
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List - the features you wish to make use of which might be relevant to your needs.
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Find - a date when you are available; a day’s training is commonly from 9:30am – 4:30pm. In particular circumstances training can be carried out over two half days.
ACT! by Sage Onsite Training Topic list
Choose from the list of topics below to personalise the training your company will receive. For further guidance on training call us on 0845 009 3990 or get us to contact you by filling out the enquiry form.
ACT! Training Topic list
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Introduction & Navigation
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Working with Contacts & Documents
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Lookups & Searches
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Groups & Companies Using Subgroups and Divisions
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Importing & Exporting Data
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Scheduling Activities Types
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Opportunities
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ACT! Dashboards
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Letters & Mail Merges
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Email Integration
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Duplicates & Global Changes
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Database Maintenance
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Synchronisation
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Customising ACT! Fields & security
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Customising ACT! Layouts Amending a Layout Creating a New Tab
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Using ACT! Report Designer
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Customising Menus & Toolbars
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Using Custom Commands
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The Sage Accounting Link
Training
Our structured training programme is easy to follow and guarantees to give you a clear understanding of ACT!. We are the experts and have become the biggest Sage Business Partner providing Sage training in the UK.
The main benefits of onsite training are that: we come to you, we can work with your own data, set up & customise your database to your liking & offer suggestions for usage and field creation.
The better your understanding of the programs you use the better the return will be on your investment through improved business management.
Test drive
Try out ACT! by clicking on the icon on the right hand side of this page.
To discuss your training options with us, please call us on 0845 009 3990 or get us to contact you by filling out the
enquiry form.
Want a change of environment - a chance to leave the office for a day?
