Act! Administrator Training Modules
Database Structures - Understanding Your ACT! Installation
- How ACT! works on a Network
- Locating ACT! Folder Structures
- Best Practice Preference Settings
- Setting Outlook Integration
- Setting Activity Scheduling Preferences
Database Maintenance - Creating & Updating User Record Cards
- Understanding & Setting User Roles
- Working with Teams
- Using the ACT! Scheduler
- Dealing with Duplicate Record Cards
Data Movement - Preparation of Eternal Data for Import
- Importing Data
- Export Options
- Saving Data Maps
- Global Updates to Record Cards
Advanced Searches - Creating Advanced Searches
- Inserting Saved Searches in Menu Lines
- Applying to Dynamic Groups
Working With Groups - Advanced Groups
- Dynamic v Static Groups
- Creating Dynamic Groups
Customisation - Changing Existing Field Definitions
- Creating New Field Definitions
- Understanding Field Security
- Working with the Layout Designer
- Adding New Icons and Menu Line Items
Sales Opportunities - Working with the Opportunity Layout Designer
- Setting up Sales Processes
- Setting up Product Lists
- Dashboard Editing
- Creating New Dashboards
Reporting - Modifying Existing ACT! Reports
- Designing New ACT! Reports
- Setting Report Filters
- Working with Favourite Reports*
- *2011 only
Sharing Data with Remote Users - Synchronisation an Explanation
- Setting up Synchronisation
- Understanding Synchronisation Logs and Reports
- ACT! For Web Options
Web Link Options - Understanding Web Link Options
- Creating A New Web Link
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