Course Objectives
This one day course will cover more advanced commands including advanced searches, customizing ACT!, working with Templates and more advanced Reports. The course does not cover ACT! administration commands such as security and multi-user settings.
Who Should Attend?
Those who have used ACT! and who require a review of ACT!’s more advanced features. Previous experience of using ACT! at an introductory level will be assumed. Delegates with no previous experience of ACT! should first attend our "Introduction to ACT!" Course.
Course Contents
A Review of the basics.
Advanced Search Criteria including saved Queries.
Managing Groups And Accounts Working with group notes, histories and attachments.
Advanced Activity Management.
Creating and Working with Sales records.
Managing Sales Opportunities.
Adding and Changing Field definitions.
Setting ACT! preferences.
Customising Screen Views.
Introduction to Macros.
Creating and working with Templates.
Customising an existing ACT! report.
Generating a new ACT! report.
Importing and Exporting Data.
