ACT! 2007 User Training Taining Course Midlands | Birmingham | Telford | Stafford | Wolverhampton |
| Course Name |
ACT! 2007 User Training |
| Duration |
1 day |
| Cost |
£330 excluding VAT
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| 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! 2007 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 Contact List view Lookups in Contact List view Customizing 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 with Outlook E-mail preferences Composing e-mail messages in ACT! 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
Advanced activities The Task List Activity types and priorities Resources Multiple activities Scheduling an activity series ACT! and Outlook activities
Calendar settings Workgroup calendar features Calendar and scheduling preferences Printing a calendar
Opportunity management Viewing opportunities Adding and removing opportunities Quotes Exporting opportunities to Excel The opportunity process Maintaining a product list
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| Contact Enable Technology about ACT! 2007 User Training training |
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| Telephone
Enable Today |
| 01902
837406 |
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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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