ACT! TRAINING

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 ACT! by Sage software - Any level of skills or field of business - Setting up your own business - First time ACT! users - Experienced users wanting to get more out of the software

ACT! by Sage Training really makes the difference between working adequately and working effectively.

ACT! by Sage training topics can include:

- Setting Up	- Create a Contact Database
- Locate & Organise Contacts	- Contact Notes and History
- Schedule & Manage Activities	- Create Documents & Reports
- Stationery Layouts	- Bespoke Applications
- Business Process Mapping	- Data Transfer
- Calendar Management	- Customizable Activities
- Prioritising Activities	- New Field Types
- Database Synchronization	- Create, send & track e-mails
- Set up Groups & Subgroups	- Manage Groups & Subgroups
- Integrated Sales System	- Forecasting Tools

What can the ACT! Training cover?

The ACT! Training will explain everything you need to know about using ACT! by Sage, setting up contacts, lookups and searches, exporting data to Microsoft Excel, activities and opportunities, dashboards, email and letter templates and more advanced functionality.


- Create, Edit, Sort and Find contacts.
- Produce and Print an address book.
- Record meetings, telephone calls and actions to produce an audit trail of activity
- Effectively record all historical activity for the client.
- Produce professional mail merge letters, or individual letters.
- Electronically communicate with contacts.
- Effectively use available reports to produce management information.
- Analyse sales opportunities and probability of success.
- Be more efficient in using ACT! by protecting their databases, & learning data-entry shortcuts.
- Use the word processor function to interface with the relevant version of MS Word.
- Create, edit, and use word processing templates.
- Record and run macros, and access them through the tool bar.
- Manage their files and be aware of default settings and how to change them.
- Understand the basics of ACT!Mail.
- Create and edit report templates.
- Create, name, and use ACT! Queries.
- Bring data into database and word processor, and export data to other software packages.

Need help at the end of the phone? Consider our ACT! by Sage support services...
Why not link your sales database direct with your Accounts? Sage 50 Accounts...

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Question:
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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 Leeds 0113 350 2873 or Hull 01482 778914 for friendly assistance.

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