Sage Act - Intro

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Sage Act is an industry-standard Contact Management System by Sage, and can be used for keeping track of important information on clients and suppliers as well as being used for key areas of marketing.

It can integrate with other Sage products, making it a very powerful contact management tool.

Prerequisites

No previous experience is necessary.

 

Course Content

Familiarisation Of ACT!

• Screen Views, Column Headings
• Filtering
• Menus, Icons, Toolbars, Tabs

Working With Contacts

• Creating New Contacts
• Duplication Of Contacts
• Editing Existing Contact Information
• Deleting Contacts
• Entering Histories And Notes For Contacts
• Attaching Documents To The Contact
• Scheduling Activities With Contacts

Working With Activities

• Viewing And Filtering Activities In The Contact View
• Viewing And Filtering Activities In The Task List View
• Viewing And Filtering Activities In The Calendars
• Clearing Activities In All Three Views

Introduction To Sales & Opportunities

• Creating A New Sales And Opportunity
• Editing Sales And Opportunities
• Closing A Sale Won Or Lost
• Running Basic Sales And Opportunity Reports

Using The Contact List

• Changing The View Of The Contact List
• Finding Contacts With The Contact List
• Using The Tag Mode In The Contact List
• Editing Contact Information In The Contact List

Searching The ACT! Database

• Using The Look-Up Menu To Search For Contacts
• Adding To Look-Ups
• Narrowing Look-Ups
• Key-Word Search

Introduction To Mail Merging

• Writing A Letter, Fax Or Memo To A Contact Through ACT!
• Mail Merging To A Look-Up
• Printing Labels And Envelopes Through ACT

Introduction To E-Mailing

• Sending An E-Mail To A Contact
• Attaching E-Mails To The Contact Notes
• Viewing E-Mails Through ACT!

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Sage Act - Intro

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