ACT! by Sage Classroom Training Courses

The ACT! by Sage Stage 1 classroom training course covers everything you need to get start if you're new to ACT! software.

Course Duration: 2 Day Course

What do I learn?
Discover the basics behind ACT! by Sage software, including setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, dashboards, email and letter templates.

Course Objectives
By the end of this ACT! by Sage Stage 1 training course you will:
- Be more familiar with navigation and what ACT! can do for you
- Understand how to manage your contacts
- Know how to use Lookups and Searches
- Know how to use the Document tab, including editing, adding and mapping to spreadsheets
- Know more about Groups and Companies and how to use subgroups and divisions
- Be able to import mailing lists and export data to Microsoft® Excel
- Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
- Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
- Be able to create letters, letter templates and understand how to use mail merge
- Understand how to use email integration
- Know how to deal with duplicate records and make global changes
- Understand how to use Database Maintenance, including taking a backup
- Know how to set up and perform synchronisation

How do I Book?
Site4 can book you onto any of the wide range of Sage training courses provided by Sage experts including the ACT! by Sage Stage 1 course at a greatly discounted price. Courses are run at one of the official Sage training centres in Birmingham , Bristol , Croydon , Glasgow , Leeds , Manchester , Newcastle , Norfolk , North London and Reading. *

If you want to book a place (s) on a course please remember to tell us the name of the course, Sage training centre and course date you would like. Once we have received your phone or email booking request we will first check the availability with Sage and then contact you to process the order.

Delivery Format: Classroom Training Course at one of Sage's regional training centres.
* Not all Sage courses are available at every training centre.

The ACT! by Sage Stage 2 Classroom Training Course provides a more in-depth look at the functionality of your ACT! software.

Course Duration: 1 Day Course

What do I learn?
Master everything you need to know about creating a new database and users, customising fields and layouts, importing data and using the ACT! Report Designer.

Course Objectives
By the end of this ACT! by Sage Stage 2 training course you will:
- Know how to create a new database, create and delete users and manage user passwords
- Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security.
- Be able to use the Layout Designer to amend existing layouts and create new tabs
- Be able to import data from ACT!, Microsoft® Excel and Outlook
- Know how to use the ACT! by Sage Report Designer, including understanding the report structure and how to amend existing reports
- Be able to customise menus, toolbars and the Navbar, including adding / removing icons and menu items
- Know how to setup and use the Sage Accounting link, including importing and creating Sage Accounts records
- Become familiar with and know how to customise dashboards

How do I Book?
Site4 can book you onto any of the wide range of Sage training courses provided by Sage experts including the ACT! by Sage Stage 2 course at a greatly discounted price. Courses are run at one of the 10 official Sage training centres in Birmingham , Bristol , Croydon , Glasgow , Leeds , Manchester , Newcastle , Norfolk , North London and Reading. *

If you want to book a place (s) on a course please remember to tell us the name of the course, Sage training centre and course date you would like. Once we have received your phone or email booking request we will first check the availability with Sage and then contact you to process the order.

Delivery Format: Classroom Training Course at one of Sage's regional training centres.
* Not all Sage courses are available at every training centre.