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User Training
User training is conducted with the aim of teaching skills necessary
to successfully manage contacts, schedules, correspondence and generate
meaningful reports. Skill sets taught include data entry, data manipulation,
scheduling activities, completing activities, managing groups, sending
letters, sending and receiving emails, creating sales opportunities
and generating reports.
ACT! Administrator Training This training is
designed for individuals responsible for the ongoing maintenance
and support of an ACT! Database. It will equip participants with
the ability to solve common software problems. Skills taught include
data maintenance, data export/import, synchronization, ACT! design
tools and security.
ACT! Automation ACT! has many tools to automate
repetitive tasks. This class will focus on creating, managing and
evaluating the effectiveness of automated sales activities. Users
will learn how to plan and implement automated processes using mail
merge, email mail merge and broadcast faxing.
Customized ACT! Training Organizations often
prefer to customize training to meet specific employee learning
objectives. The available list below represents training topics
listed by levels of difficulty. By selecting specific areas, organizations
can customize training. Computing Connections, Inc. incorporates
flexible supplementary material that can be adjusted to match the
training.
ACT! Training Topics
1 Data Entry
2 Record Navigation
3 Understanding the database layout. Contact View, Contact List View,
Group View, etc.
4 Using the Lookup Features
5 Understanding Lookups/Queries
6 Scheduling activities from contact records and calendar.
7 Completing activities from the contact record, calendar and task list.
8 Creating Groups, Adding Groups to Contact Records
9 Activating Groups
10 Scheduling Sales Opportunities
11 Completing Sales Opportunities
12 Printing a mail merge letter
13 Printing ACT! reports
14 Printing Labels and Envelopes
15 Sending email
16 Receiving email
17 Creating an Activity Series
18 Creating Group Rules
19 Creating Mail Merge Letters
20 Creating Mail Merge Emails (html)
21 Creating and using advanced queries
22 Importing and Exporting Data
23 Using the Replace Feature
24 Database Maintenance, reindexing, backup, user setup
25 Setting ACT! Preferences
26 Customizing ACT! Layouts
27 Customizing ACT! Reports
28 Understand ACT! Table Structure |
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