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Sage ACT Contact Manager Training
Sage Software Online | Sage Training Courses | Sage ACT Contact Manager Training

Sage 50 ACT! Stage 1 - Two Days - Normal Price £525 - Our Price £218 Sage 50 ACT! Stage 1 - Two Days - Normal Price £525 - Our Price £218

This course explains everything you need to know to manage your contact relationships in ACT! Professional. Setting up contacts, organising them into groups and customising fields and layouts are some of the key topics covered.

Who Should Attend
This course is suitable for existing users of ACT! Professional v9 who wish to familiarise themselves with all aspects of the program.
Building the database by creating records for contacts and setting up users.

Course Contents

  • Finding and grouping contacts easily
  • Creating, amending or deleting fields and modifying layouts to customise the ACT! Professional database
  • Writing letters or documents within ACT! Professional
  • How to schedule activities, manage calendars and record history
  • How to link to Sage accounts programs to access live accounting information for customers and suppliers in ACT! Professional
  • How to record, track and analyse potential sales as Opportunities
  • Learn how to search for specific information within the ACT! Professional database
  • Transferring data between the ACT! Professional database and other applications
  • Storing documents within a contact record
  • How to set up and run synchronisation to keep multiple databases up to date
  • How to set up ACT! Professional email to work with Microsoft Outlook
  • Learn how to edit reports in ACT! Professional
  • Maintaining the database and learning how to customise the menus and toolbars

Official Sage Classroom training is held at Sage Training Centres throughout the UK.
Click here to find your nearest venue.

 



Price:   £218.00 (Excluding: VAT at 17.5%)



Sage 50 ACT! Stage 2 - One Day - Normal Price £260 - Our Price £109 Sage 50 ACT! Stage 2 - One Day - Normal Price £260 - Our Price £109

This course explains everything you need to know to manage your contact relationships in ACT! Professional. Setting up contacts, organising them into groups and customising fields and layouts are some of the key topics covered.

Who Should Attend
This course is suitable for existing users of ACT! Professional v9 who wish to familiarise themselves with all aspects of the program.
Building the database by creating records for contacts and setting up users.

Course Contents

  • Finding and grouping contacts easily
  • Creating, amending or deleting fields and modifying layouts to customise the ACT! Professional database
  • Writing letters or documents within ACT! Professional
  • How to schedule activities, manage calendars and record history
  • How to link to Sage accounts programs to access live accounting information for customers and suppliers in ACT! Professional
  • How to record, track and analyse potential sales as Opportunities
  • Learn how to search for specific information within the ACT! Professional database
  • Transferring data between the ACT! Professional database and other applications
  • Storing documents within a contact record
  • How to set up and run synchronisation to keep multiple databases up to date
  • How to set up ACT! Professional email to work with Microsoft Outlook
  • Learn how to edit reports in ACT! Professional
  • Maintaining the database and learning how to customise the menus and toolbars

Official Sage Classroom training is held at Sage Training Centres throughout the UK.
Click here to find your nearest venue.

 



Price:   £109.00 (Excluding: VAT at 17.5%)


Sage Software Online | Sage Training Courses | Sage ACT Contact Manager Training

T 0870 787 1451 - F 0870 787 1452 - E sales@ncsgroup.co.uk -

All training offers apply to businesses within mainland U.K. only.

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  Sage Accreditation

NCS are an Accredited Sage Business Partner