Courses / ACT 2010 End User Training
ACT 2010 End User Training
- Provider
- Corazon Training
- Summary
- 1 day ACT! end users course
About the Course
- Target
- New users
- Entry requirements
- Delegates should already be familiar with Windows environment. If they are not the course 'Introduction to Microsoft Windows' will provide the necessary knowledge and experience.
- Outcome
- After completing this course delegates will be competent to use ACT!
- Content
- Familiarisation of ACT! 2010 Software including The Welcome Page, Navigation Pane, Context Specific tabs, Screen Views Stacked Toolbars, Filtering, Column Headings Menus Icon Bar Groups view Companies view. Working with contacts in ACT! 2010 including Creating new Contacts, Duplicating Contacts, Editing existing contact information, Deleting Contacts, Entering Notes, Entering History, Attaching Documents and Files to History, Scheduling activities with contacts. Working with activities in ACT! 2010 including 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, Send invites via iCalendar. Introduction to Sales Opportunities in ACT! 2010 including Creating a new opportunity, Editing opportunities, Closing a sale won or lost, Running basic opportunity reports, Using the contact list in ACT! Changing the view of the contact list, Finding contacts with the contact list, Using Tag mode in the contact list, Editing contact information in the contact list Searching the ACT! Database including Using the look-up menu to search for contacts, Adding to look-ups, Narrowing Look-ups , Key-word search. Introduction to mail merging in ACT! including 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 in ACT! 2010 including Sending an e-mail to a contact, Attaching e-mails to the contact notes, Viewing e-mails through ACT! Creating a contact from an email, Attaching emails to contacts from Outlook, Creating an ACT! Activity from Outlook, ACT! E-marketing (optional) including Creating templates, Preparing to send blast to lookups or groups, Understanding the reports, Creating surveys and Drip Marketing
- Cost
- Training rates are available on request
- Enrolment
- .
Availability
- Starts
- All training is delivered on clients site and can be either one to one or in groups.
- Duration
- Up to 1 day
- Timetable
- By mutual agreement
- Provider
- Corazon Training
Venues/Contact
Main (View map)
146 Woodbridge Road
IPSWICH
Suffolk
IP4 2NS
UNITED KINGDOM
Telephone 01473 219593 m: 07702911223
Fax 01473 219593
Email info@corazonit.com
Website http://www.corazonIT.com
Venue Notes At Client's site:
Contact Elene Marsden
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