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Online Sage ACT! Training  - Basic

This course is aimed at the sage novice, providing you with all you need to know to get started and a little more.

This course is delivered as a download link and will install on to your desktop giving you the training material instantly, every one of the items below is a video on the course.  Please click below for an example of one of the tutorials:

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You get all the content below for £99.99     Add to Cart   View Cart

  1) Starting Up
   1.1 My Record
 

2) Contact Management
   2.1 Adding a new contact
   2.2 Deleting a contact
   2.3 Deleting a lookup of contacts
   2.4 Duplicating a contact
 

3) Contact Settings
   3.1 Salutation Preferences
   3.2 Updating salutations
   3.3 How contact names work
   3.4 Name preferences
 

4) Notes / Attachments
   4.1 Simple notes
   4.2 Multi contact notes
   4.3 Attaching files
 

5) Companies
   5.1 Adding a new company
   5.2 Deleting a company
   5.3 Linking a contact to a company
 

6) Lookups
   6.1 Basic lookups
   6.2 Right click lookups
   6.3 Combined lookups
   6.4 Advanced lookups
   6.5 Funnel lookups
   6.6 Keyword search
   6.7 Sorting and searching contact list
   6.8 Using a group as a lookup
   6.9 Saving a lookup as a group
 

7) Contact List View
   7.1 Customise the contact list view
   7.2 Exporting the contact list view to Excel
   7.3 Tagging contacts and using as lookup

 
8) Groups
 8.1 Creating a group
 8.2 Creating a sub group
 8.3 Renaming a group
 8.4 Deleting a group
 8.5 Adding a contact to a group
 8.6 Deleting a contact from a group
 8.7 Adding contacts to a group via criteria
 8.8 Deleting contacts from a group (criteria added)
 8.9 Adding contacts to a group using the contact list
 8.10 About the contact groups tab


9) Activity
 9.1 The calander
 9.2 Navigating the calander
 9.3 Filtering the calendar
 9.4 Scheduling an activity
 9.5 Editing a scheduled activity
 9.6 Schedule details tab
 9.7 Send an email to activity members
 9.8 Schedule a recurring activity


10) Email
 10.1 Configuring ACT to use internet email accounts
 10.2 Configuring ACT to use Outlook
 10.3 Configuring ACT to use Outlook Express
 10.4 Configuring ACT to check spelling prior to sending an email


11) Backup
 11.1 Backup ACT contact database