Courses / ACT 2011 Standard Training Course
ACT 2011 Standard Training Course
- Provider
- Corazon Training
- Summary
- This is a one day course designed to introduct ACT! user to its basic functions.
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
- By the end of this course, delegates can expect to be able to use the basic functions in ACT! confidently.
- 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! 2011 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! 2011 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
- The Welcome Page
- Cost
- Training rates are available on request
- Enrolment
- .
- Website
- www.corazonit.com
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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