Day One:
The Basics: Terms, Concepts & Navigation, ACT! fields and how best to use them for better: Searches, Sorting, Templates & Reports.
How to View, Add, Edit, Sort, Remove and Find: Contacts, Companies, Lists, Groups, Activities & Notes, History, Advanced Queries, find that needle in a haystack fast!
Create a Contact, Schedule Activities, Record History Manage Opportunities: What's coming, when, how much and your chances. Static & Dynamic Groups & Companies (Accounts)
Marketing: Run, Create & Edit:
Mailings, Fax Cover Pages, Envelopes & Labels.
Scheduling: Efficiently Using Calendar to schedule a meeting in a flash, Alarms, Views, Copy Outlook Calendar Appointments, Recurring Activities, Scheduling for others
PLUS! Templates, Reports, Dashboards, Map Directions, Outlook E-mail Integration,
How to STOP using Activity Alarms to follow up with prospects. Set and monitor Goals for yourself and others as well.
Document Management: Share with authorized users your documents & messages
Synchronization: Sharing all the speed and functionality but without the tether
Teams: "I just want to see my stuff."
Security & Maintenance
Day Two:
Customization:
Database Design & Layouts
Creating a New Database & Customizing Fields, Manage Drop-down Lists, Field Security, Defining and Modifying Layouts, Adding New Fields to Your Layout, Add Layout Tabs, Adding Other Objects, Formatting, Changing Background Color, Field Entry Order
Customize Templates
Merging the Template with a Lookup, Formatting E-Mail Templates, Insert Hyperlink, Merging the E-mail Template, Sending an E-mail to Group Members, One message… Lots of Addresses
Designing Dashboards
Creating Custom Dashboards
Feature Customizations
Customizing Menus and Toolbars, Creating New Activity Types, Opportunity Customizations
Running & Designing Reports
Adding Report Objects, Formatting, Fields and Labels, Group / Sort By, Summary Fields, Subreports, Filters
Administration
Setting Up a Multi-User Database, Using the ACT! Knowledge Base, File & Directory Structure, Transferring the Database, Sharing your Database
Configuring & Installing Workstations
Pre-Install Checklist (Overview), User Preferences, Setting Up E-mail System in ACT!
Database Security
Understanding Security Roles, Custom Permissions, Creating New Logon Users, Making Users Inactive, Password Reset, Team Management
Database Administration
Maintenance, Back Up & Restore, Deleting a Database, Remove Old Data
Advanced Lookups
Lookup By Example, Queries, And/Or, Grouping, Automatically Populating a Group or Company
Synchronization
Administrator Tasks – Creating Sync DB, Install Network Sync Service
Appendix
User Roles and Permissions
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2-Day Class Schedule:
8:30 AM to 4:30 PM
Classes will resume in the Fall
1780 Love Rd. Grand Island, NY
15 minute break in the morning and afternoon and 1 hour for lunch.
Fall Schedule:
Tuesday & Wednesday
September,28th, 29th
October, 26th, 27th
Public Training Price:
$399.95 per student
Recommendation:
Bring your computer so you can follow along and do the exercises.
Includes Training Manual
The Official ACT! QuickStudy Guide
a $49.95 value for FREE!
Register ASAP:
Limited space available
Customer IT
Parent company founded 1986
107 Bennington Rd., Amherst, NY
(716) 839-0245
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