Course Outline

Act! Installation

• Organized daily work with Act!.
• Presentation of the environment and the different features of the software.

Managing Contacts and Companies

• Presentation of the different fields in the Contact form and company profile.
• Use the Contact tabs and Company.
• How to add / modify / delete a contact / company.
• Management of access rights and privacy.
• How to manage duplicates.
• How to add attachments to contacts.
• How to add secondary contacts.

Group management

• Add / edit / delete groups and subgroups.
• How to add contacts to groups, reform its existing groups.
• Designing static groups and dynamic groups.

Searching for information

• Learn how to sort, select / reorder the columns you need.
• Using the search fields to find contacts / companies.
• Use of keyword searches to find contacts / companies.
• Using advanced queries to find contacts / companies.
• Search for contacts by annual events.

Management of notes and history

• Inserting notes on a contact.
• History records (calls received, calls made, honored appointments, tasks performed, …).

Activities Management and Shared Calendars

• Viewing and printing calendars / task list users.
• Planning activities with contacts (calls to make, appointments to be made, task list, …).
• Change the organization of an activity in terms of date or invitees.
• Handle with invitations sent to participants by email.
• Managing activities in conflict and alarms.
• Planning periodic activities.
• Registration of completed activities.
• Using the notion of sets of activities.
• Managing its activities in the task list (urgent activities, late, …).
• How to display the task list (reordering columns and filtering).

Reports and dashboards

• How to use reports and dashboards existing in Act!.
• Presentation of some of the reports with their use (overview, filtering, export …).
• Printing management.

Act! emailing with Outlook / Lotus or SMTP mode

• The operating principles of Act! and mail coupling.
• Write and send emails from Act! maintaining a level of historical Contacts.
• Management of email for return also in the history of Contacts.

Mail or Word templates

• How to use Act! or Word templates document containing merge fields.
• How to keep track in the history of letters sent.
• How to create a mail with Act!.

Opportunity management

• Opening and use of opportunities.
• Overview of steps in a sales cycle.
• Introduction to Product Management and prices.
• The weighting of the opportunities and managing the closing dates of forecasting to manage its sales forecasts.
• How to manage sales opportunities from inception to its closure (won or lost).
• How to generate reports on their sales forecasts and sales gained.
• Edit the graphics of the evolution of sales and sales funnel.