Act! Introductory Training Modules
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Introduction to ACT! - Explanation of CRM Systems
- Logging In and User Roles
- Overview of the main ACT! Screens
- Tab View and Usage Best Practice
- User Disciplines and Data Entry Rules
- Creating New Contact Records
- Creating Duplicate Records
- Working with Secondary Contacts
Working with Companies - Understanding Company Records
- Linking New Contacts to Companies
- Linking Existing Contacts to Companies
- Working with Divisions
- Updating Company and Contact Information when Linked
- Unlinking Contacts and Companies
- Company Tab Views
Searching For Contacts - Best Practice Searches
- Alternative Searches
- Searching on Keywords and Multiple Criteria
- Working with the List View Options
Working With Groups - Creating Basic Groups
- Working with Groups and Group Membership
- Groups Best Practice
- Group Reporting
Correspondence/Email Integration - Using Standard Letters
- Creating Standard Templates
- Mail Merge
- Working with emails The Options
- Using saved email Templates
- Running an email Merge
Activity Scheduling - Scheduling Activities
- Scheduling For Other Users
- Using The Task List Effectively
- Recording History Items
- Using The ACT! Calendars
- Integrating ACT! and Outlook Calendars
Sales Opportunities - Creating and Managing Sales Opportunities
- Filtering Opportunity Lists
- Dashboard Views
- Opportunity Reports
Reports - Working with ACT! Reports
- Reporting in Excel
- Creating Labels and Envelopes
Web Views - Understanding Web Views
- Using Links to the internet
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