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» Overview: This course is designed for both new and existing users of Sage ACT!» What do I learn? This is an introductory course that will help you understand and get the best out of Sage ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and mail merge.» By the end of this course you will: To be more familiar with navigation and what Sage ACT! can do for youUnderstand how to manage your contactsKnow how to use Lookups and SearchesKnow how to use the Document tab, including editing, adding and mapping to spreadsheetsKnow more about Groups and Companies and how to use subgroups and divisionsTo be able to import and export data from Microsoft® ExcelUnderstand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reportingUnderstand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline managementTo be able to create letters, letter templates and understand how to use mail mergeUnderstand how to use email integrationOverview of database synchronisation What next? The Sage ACT! Administrators Course contains topics and information required by anyone who will be responsible for database administration.

» Overview: This course is designed for both new and existing users of Sage ACT!» What do I learn? This is an introductory course that will help you understand and get the best out of Sage ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and mail merge.» By the end of this course you will:...

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