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SAGE ACT! TRAINING
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When training with Reality Solutions the results are simple; better performance, better productivity.
So, who’s it for?
- Anyone who uses or is thinking about using Sage ACT! software
- Any level of skills or field of business
- Setting up your own business
- First time Sage ACT! users
- Experienced users wanting to get more out of the software
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Sage ACT! Training really makes the difference between working adequately and working effectively.
Sage ACT! training topics can include:
- Setting Up |
- Create a Contact Database
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- Locate & Organise Contacts
| - Contact Notes and History
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- Schedule & Manage Activities
| - Create Documents & Reports
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- Stationery Layouts
| - Bespoke Applications
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- Business Process Mapping
| - Data Transfer
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- Calendar Management
| - Customizable Activities
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- Prioritising Activities
| - New Field Types
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- Database Synchronization
| - Create, send & track e-mails
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- Set up Groups & Subgroups
| - Manage Groups & Subgroups
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- Integrated Sales System
| - Forecasting Tools
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Your Sage ACT! Training will explain everything you need to know including setting up contacts, lookups and searches, exporting data to Microsoft Excel, activities and opportunities, dashboards,
email and letter templates and more advanced functionality.
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- Create, Edit, Sort and Find contacts.
- Produce and Print an address book.
- Record meetings, calls & actions.
- Effectively record all historical activity for the client.
- Produce professional mail merge letters, or individual letters.
- Electronically communicate with contacts.
- Effectively use reports to produce management information.
- Analyse sales opportunities and probability of success.
- Create, edit, and use word processing templates.
- Record and run macros, and access them through the tool bar.
- Manage files, default settings and how to change them.
- Understand the basics of ACT!Mail.
- Create and edit report templates.
- Create, name, and use ACT! Queries.
- Export data to other software packages.
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Whether it's a new system or you need some specialist training, we can help. All versions of ACT! and all abilities catered for.
Request a Quote:
How do I get more information and prices on Sage ACT! Training?
Answer:
It's easy! Just fill in the form below and we'll call you straight back. Or you can call our support team on 0113 350 2873 or 01482 778914 for friendly assistance.
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Reality Solutions Limited :
1 Global Business Park :
Hamburg Road :
Kingston Upon Hull :
HU7 0AE
Tel: 01482 828000 - Fax: 01482 373100 - Email: info@realitysolutions.co.uk
UK Company Registration No.: 03859134
UK VAT Registration No.: 721565446
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