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| Please click here to see course dates and availability for ACT! training at your chosen training centre(s) |
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This well structured interactive course allows you to learn everything you need to know through clear instruction and example tasks. It covers all the features of ACT! most needed in everyday usage of the program.
At the end of the course you will able to use ACT! effectively & to understand it’s purpose and potential for use within your company.
This course is also suitable for existing users of ACT! Professional who wish to familiarise themselves with all aspects of the program. |
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| Session 1 |
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| Introduction & Navigation |
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What is ACT!? (explain program variants) |
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What Can ACT! Do For You? |
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Contact & Contact List View |
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| Session 2 |
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| Working With Contacts |
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Add New Contact |
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Name/Salutation Preferences |
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Duplicating Contacts |
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Secondary Contacts |
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Deleting Contacts |
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Recording Notes & History (3 methods) |
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| Session 3 |
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| The Documents Tab |
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Adding & Editing Files |
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Mapping Fields to a Spreadsheet |
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| Session 4 |
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| Lookups & Searches |
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Simple Lookups |
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Manual Lookups |
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Keyword Searches |
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Contact Activity Lookup |
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Lookup By Example |
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| Session 5 |
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| Groups & Companies |
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Creating a Static Group |
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Creating a Dynamic Group |
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Using Subgroups |
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Creating Groups From Queries |
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Creating a Company |
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Using Divisions |
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Linking Contacts to Companies |
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| Session 6 |
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| Importing Mailing Lists & Exporting Data |
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Importing Txt Files |
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Exporting Data |
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Direct Export to Excel (from List screens) |
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| Session 7 |
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| Scheduling Activities |
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Activity Types & Priorities |
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Resources |
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Scheduling an Activity with a Contact |
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Scheduling an Activity with a User |
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Private Activities |
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Using Calendars and Task List |
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Clearing an Activity |
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Activity Reporting |
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Changing Calendar & Scheduling Preferences |
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Using Activity Series Templates |
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Scheduling Events |
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| Session 8 |
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| Opportunities |
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Assessing Your Business Processes |
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Resources |
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Opportunity Process List |
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Product Lists |
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Creating New Opportunities |
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Generating & Editing Quotes |
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The Opportunity List |
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Closing Opportunities |
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Opportunity Reporting |
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The Opportunity Pipeline |
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Opportunity Graphs |
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| Session 9 |
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| ACT! Dashboards (v 2008 feature) |
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Designer |
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Components |
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Dashboard activities |
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Dashboard opportunities |
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| Session 10 |
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| Letters & Mail Merges |
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Selecting a Word Processor |
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Writing a Letter |
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Creating/Amending Templates |
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Performing a Mail Merge |
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| Session 11 |
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| Email Integration |
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Setting up ACT! Email (2 methods) |
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Sending Emails |
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Receiving & Attaching emails |
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Designing Email templates |
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Performing an Email mail merge |
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| Session 12 |
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| Duplicates & Global Changes |
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Duplicate Checking |
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Dealing with Duplicates |
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Global Changes (Using Edit menu) |
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| Session 13 |
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| Database Maintenance |
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Backup & Restore |
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Check & Repair & Remove Old Data |
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| Session 14 |
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| Synchronisation |
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Setting Up Synchronisation |
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Restoring the Remote Database |
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Performing Synchronisation |
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