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ACT! 2006 User Training Taining Course Midlands | Birmingham | Telford | Stafford | Wolverhampton

Course Name ACT! 2006 User Training
Duration
1 day
Cost
£330  excluding VAT
Location EnableTechnology is based at Wolverhampton Science Park in the West Midlands. Training courses takes place at locations across the Midlands including Birmingham,  Wolverhampton, Walsall, Sandwell, Dudley, Stourbridge,Telford, Cannock, Solihull, Redditch, Droitwich, Bromsgrove, Shropshire, Shrewsbury, Derbyshire, Staffordshire, Shropshire, Kidderminster, Stafford, Stoke-on-Trent, Lichfield, Cheltenham, Gloucestershire, Nottingham, Stoke-on-Trent, Tamworth, Kenilworth, Loughborough, Sutton Coldfield, Burton-on-Trent , Worcestershire and Worcester.
Course Description

This one day intensive course equips participants with the skills necessary to fully use ACT! 2006 Customer Relationship Management software. No prior knowledge of ACT! is assumed.

Topics covered include

Getting started
Introducing ACT!
Navigation
Closing databases

Working with contacts
My Record
Creating and deleting contacts
Secondary contacts
Names and salutations
Inserting notes
Attaching files to a contact

Companies and divisions
Adding and removing companies
Managing companies
Managing divisions

Simple lookups
Performing simple lookups
Special lookups
Modifying lookups
Keyword searches

Contact List view
Using the Contact List view
Lookups in Contact List view
Customizing the Contact List view
Integrating Microsoft Excel

Groups
Creating and deleting groups
Changing group membership
Working with groups

Activities
Calendar views
Scheduling activities
Completing activities

Letters
Letter preferences
Template-based letters
Envelopes
Labels

E-mail
E-mail preferences
Viewing e-mail in ACT!
Composing e-mail messages
Recording e-mail histories

ACT! and the Internet
Web integration
Maps and driving directions

Reports
Contact reports
Group and company reports
Opportunity reports
Printing an Address Book

Advanced queries and lookups
Advanced queries
Lookups by example
Company lookups
Group lookups
Opportunity lookups
Other lookups

Mail merge
Document templates
Personalizing document templates
Performing a mail merge

Document and file management
The Documents tab
File attachments

Mass e-mail messages
E-mail templates
Mass e-mail merges

Outlook integration
Outlook's ACT! settings
Sending messages to ACT! contacts
ACT! and Outlook activities

Advanced activities
The Task List
Activity types and priorities
Resources
Multiple activities
Scheduling an activity series

Calendar settings
Workgroup calendar features
Calendar and scheduling preferences
Printing a calendar

Opportunity management
Viewing opportunities
Adding and removing opportunities
Quotes
Exporting opportunities and Excel
The opportunity process
Maintaining a product list

 
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Training Course Locations
Training courses takes place at the followining locations throughout the Midlands. Birmingham,  Wolverhampton, Walsall, Sandwell, Dudley, Stourbridge, Telford, Cannock, Solihull, Redditch, Droitwich, Bromsgrove, Shropshire, Shrewsbury, Derby, Derbyshire, Stafford Staffordshire, Shropshire, Kidderminster, Stafford, Stoke-on-Trent, Lichfield, Cheltenham, Gloucestershire, Nottingham, Stoke-on-Trent, Tamworth, Kenilworth, Loughborough, Sutton Coldfield, Burton-on-Trent , Worcestershire and Worcester.
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