ACT! Training
Easy to use customer relationship management software for your business
ACT! Training has been developed to give you confidence and knowledge when using your ACT! program. Our professional trainers deliver ACT! Training in two stages to cater for your individual and business needs.
For more information on TAS Training courses simply call 0800 694 0220 or email info@tassoftware.co.uk
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Stage 1
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Stage 2
ACT! Training Stage 1
2 Day Course
What does the course cover?
This course explains everything you need to know about using ACT!. It includes setting up contacts, lookups and searches, exporting data to Microsoft Excel, activities and opportunities, dashboards, email and letter templates.
What you will learn?
- An introduction, navigation and what ACT! can do for you
- Work with contacts
- Use the document tab, editing, adding and mapping to spreadsheets
- Use lookups and searches
- Learn about groups and companies, using subgroups and divisions
- Import mailing lists and exporting data, including direct export to Microsoft® Excel
- Schedule activities, types and priorities, resources, activities with contacts, users and private and reporting
- Identify opportunities through reports and pipeline management by looking at business processes from creation to close
- ACT! dashboards
- Letters and mail merges
- Email integration
- Duplicates and global changes
- Database maintenance
- Setup and performing synchronisation