Sage ACT! - Online Training Classes

ACT! by Sage Training Online - California

Online Classes

Accent Gold's Sage ACT! online training classes are essential for expanding user functionality and knowledge of ACT! CRM software. Online ACT! training classes are also the perfect software training solution for remote sales forces, as well as those who are constantly "on the go." And, Sage ACT! online training classes are also recommended as follow up learning to public Power User classes.

Sage ACT! Training Online Topics

ACT! 2010 / 2011 - Some of our most requested classes:

  • Introduction to ACT! - For first time users.
    • Navigation Bar
    • Adding/Duplicating/Deleting Contacts
    • Using the Lookup-Menu
    • Contact List View
    • Calendar & Task List
    • Scheduling/Clearing Activities
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  • Upgrading from ACT! 6 to ACT! 2007 - Understanding the key new features! (for current act! 6 users only)
    • 3 Versions
    • Scalability
    • Contacts
    • Activities/Histories
    • Users
    • Fields
    • Contact Detail & List
    • Secondary Contacts
    • Documents
    • Lookups & Queries
    • Calendar/Task List/Activites
    • Companies/Dynamic Membership
    • Opportunities
    • Synchronization
    • Security Roles & Limited Access
    • The Dashboard
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  • Benchmark for working your contacts - Are you truly capturing the key data that will reveal and maximize your CV (customer value)?
    • Adding/Duplicating/Deleting Contacts
    • Secondary Contacts
    • Private Contacts
    • Contact Fields
    • ID/Status
    • Record Manager
    • Drop-Down Fields
    • Contact Detail Tabs
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  • Time management - Optimize your scheduling for you & your team.
    • Activities
    • History/Notes
    • Calendar
    • Task List
    • Bringing it all together with one example!
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  • Corresponding via print media and electronically - Letter-templates, labels, envelopes; viewing and sending e-mails.
    • Mail-Merge
    • Customizing Templates
    • Customizing Labels
    • Customizing Envelopes
    • Preferences
    • Time-Permitting: Blast Tools such as Swiftpage
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  • Reporting in ACT! - Knowing your reporting options and using them to your advantage.
    • top ACT reports
      • Contact Report
      • Notes/History
      • Source of Referrals
      • Oppt Report: Pipeline Report
    • Running a Report
      • Lookup
      • Filtering
    • Excel Pivot Tables
      • Opportunities
      • Contact List
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  • Quickly finding the contacts you want - Using look-ups, queries & the contact list view.
    • Lookup Menu
    • My Record/Current Lookup/Current Contact
    • Narrowing/Adding
    • Keyword Search
    • Advanced Queries
    • Contact List View
    • Tips & Tricks
    • Bringing it all together with one example!
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  • Managing opportunities - Utilizing this key feature to your advantage!
    • Entering new Opportunities
    • Customizing Opportunities
      • Renaming Fields
      • Sales Stages
      • Creating Products
    • Opportunity List View
      • Filtering
      • Customizing
      • Export to Excel
    • Reports
      • Built-in Reports
      • Excel Reports
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  • Using groups - Strategies to maximize this powerful, built-in feature.
    • ID/Status
    • Groups
    • Companies
    • Target Groups
    • Bringing it all together with one example
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  • Working from an account perspective - Is your business account-centric rather than contact-centric?
    • Using Companies & Divisions to your advantage
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  • Database Administration Tips - top 5 tips for database administration.
    • ACTDiag
      • Check
      • Repair
      • Reindex
      • Schema Rebuild
      • Tools DB Maintenance
    • Improving Perfomance
      • RAM
      • HDD speed
      • Turn off ACT Scheduler
    • ACT Scheduler
      • Backup
      • Sync
      • Keep it from running
    • Adding Users
    • Preferences
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ACT! for Financial Professionals (AFFP) - Some of our most requested classes:

  • AFFP1 - Introduction to ACT! for Financial Professionals: for first time users.
    • Navigation Bar
    • Adding/Duplicating/Deleting Contacts
    • Missing Info button
    • Dynamic Labels
    • Remember Contact feature
    • Lookups
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  • AFFP2 - Time management: working in your database to optimize your time.
    • Activities
      • Scheduling
      • Activity Series Overview
    • History/Notes
      • Understanding the difference
      • Follow Up button
    • Calendar
    • Task List
    • Bringing it all together with one example!
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  • AFFP3 - Reporting and Groups: knowing your options and using them to your advantage.
    • Groups
      • Tree view
      • Dynamic membership
    • Companies - when and how to use them
    • top ACT reports
      • Contact Report
      • Notes/History
      • Source of Referrals
      • Oppt Report: Pipeline Report
    • Running a Report
      • Lookup
      • Filtering
    • Opportunities Overview
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  • AFFP4 - top tips and new features for administration.
    • ACTDiag
      • Check
      • Repair
      • Reindex
      • Schema Rebuild
      • Tools DB Maintenance
    • External Audit System
    • Setting an Automatic Backup
      • Sync
      • Keep it from running
    • Adding Users
    • Preferences
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Contact

For any questions regarding public, onsite or online trainings fill out our Contact Form or Contact:

Karin Shaw - Director of Training

Karin Shaw - Director of Training

Director of Training
Accent Gold Solutions
Phone: (310) 645-0006
Email

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413

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