Courses / ACT 2011 - Advanced/Administrator Course
ACT 2011 - Advanced/Administrator Course
- Provider
- Corazon Training
- Summary
- This one day course is designed to increase the delegate's knowledge of ACT! 2011.Training on earlier versions available
About the Course
- Target
- ACT! Users
- Entry requirements
- Delegates should already have a basic understanding of ACT!
- Outcome
- By the end of this course delegates can expect to be able to use ACT! fully as a contact management software package and a sales and marketing tool. This course is suitable for Database Administrators.
- Content
- Working with multiple contacts within ACT!
- Making global changes to multiple contacts
- Writing Notes to multiple contacts
- Writing History to multiple contacts
- Attaching a file to multiple contacts
Working with the ACT! 2010 Diary- Scheduling activities to multiple contacts in the contact list
- Creating and scheduling activity series for multiple contacts
- Advanced use of the task list and calendar
- Scheduling activities for multiple users
- Copying activities from ACT! to Outlook calendars
- Meeting invites with icalendar
Working with Advanced Queries in ACT! 2010 Software including- Lookup By Example function
- Creating advanced queries
- Saving and re-using advanced queries
- Placing saved advanced queries on the tool bars
Working with Groups and Companies in ACT! 2010 including- Creating Companies
- Company management
- Setting up and running Company rules
- Group and sub-group creation
- Group management, Setting up and running Group or sub-group rules
Working with templates In ACT! 2010 including- Creating Word templates
- Creating HTML templates
- E-mail merging
Working with reports In ACT! 2010 including- Understanding ACT! reporting
- Set up Favourites
- Using the filters for Reports
- Using Group, Company and Opportunity Reports
- Saving, printing and e-mailing Reports
Customizing the ACT! 2010 database including- Understanding system fields
- Working with layouts
- Creating fields and understanding data types
- Adding Custom fields
- Customizing and or editing existing layouts
- Customizing menus and toolbars
Working with contact data- Importing and exporting to and from ACT! 2010
- Exporting Contacts, Groups or Companies
- Exporting partial contact information
Managing Sales Opportunities in ACT! 2010
Working with the Opportunity List including- Analyzing opportunities in Excel (optional)
- Importing a Product List
- Managing Opportunity Processes
- Opportunity Pipelines and Graphs
- Customizing Opportunities (New Feature)
The Dashboard including- Understanding the Dashboard
- Editing the Dashboard view
- Creating new Dashboards
Managing Database Users including- Adding a new user
- Creating passwords
- Adding Permissions
- Best practice for removing users
Database Maintenance- Scanning for duplicates
- Setting reminders
- Clearing old Notes, Histories and Activities
- General Do's and Don'ts for database integrity
Customising the Web Info Tab
ACT E-marketing (optional)- Creating Templates
- Preparing to send blast to lookups or groups
- Understanding the reports
- Creating surveys
- Drip Marketing
- Making global changes to multiple contacts
- 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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