The CRM Connection: ACT!, Sage CRM, SalesLogix Training, Intro and Advanced

ACT! Self Paced Multi Media Software Training

Training is an integral part of any successful software investment. That's why we recommend training with every ACT! Software system we install. The CRM Connection will help you to use ACT! Software to its fullest potential, whether you are using ACT! 2008, ACT! 2007 or ACT! 2006. Guaranteed!

The training CD solution discussed on this page is the ideal supplemental training tool for ACT! users after they have attended formal training or just want a self-paced study option.

Our training videos cover sixteen chapters totaling 7 hours, 19 minutes for ACT! 2008. These lessons apply to both the Premium for Workgroups edition as well as Standard edition.

Key Benefits

Watch the lessons as many times as necessary without leaving your desk, or coordinating schedules with public or private classes.
Easy access directly from ACT!. We place on icon right on the sidebar for easy access to the program. You don't have to leave ACT! to access the program.
Control your training costs.

Complementary ACT! 2008 Lessons

An Overview of ACT!

Managing Groups

Contact us for pricing

Table of Contents

Course Number	Course Title	Course Description	Time
Chapter 1 - ACT! Overview
01-act2008-overview	ACT! by Sage Overview	Learn how the ACT! screen lays out and the logic behind the sidebar, tabs and the toolbars.	21:50
Chapter 02 - Create New Database and Managing My Record
01-act2008-newdatabase	Create New Database	Learn how to create a new database and manage the "My Record"	06:15
Chapter 03 - Managing Contacts
01-act2008-managecontacts	Managing Contacts	Learn how to add, duplicate and delete primary contacts. Learn how to add, remove and promote secondary contacts	21:10
Chapter 04 - Managing Notes, History & Attachments
01-act2008-manage-notes-history-attachments	Manage Notes, History & Attachments	Learn to manage notes, history (completed events) and attach documents to contact records	14:56
Chapter 05 - Contact Lookups
01-act2008-lookups	Looking up Contacts	Learn how to find your contacts in the database by many methods including keywords, annual events, multiple criteria, previous lookup, user records, wildcard searches and add to/narrow lookups	23:06
Chapter 06 - Managing Contact Lists
01-act2008-contactlist	Contact List View	Work on your contacts on list view that works like a spreadsheet. Look for contacts, sort contacts, rearrange columns, use tag mode and export to excel	10:28
Chapter 07 - Managing Calendar
01-act2008-calendar	Managing Calendar Part I	Learn how to use the calendar and task list to schedule and complete activities. Includes using the task list	35:49
01-act2008-calendar	Managing Calendar Part II	Learn how to work activities from the calendar view	30:25
01-act2008-calendar	Managing Calendar Part III	activity series, customizing activity types, using "follow up", recurring activities, managing events, scheduling for others, resources, printing calendar and "availability feature"	24:20
Chapter 08 - Managing Opportunities
01-act2008-opportunities	Managing Opportunities	Learn how to manage your pipeline and share reports with management	47:20
Chapter 09 - Managing Groups
01-act2008-groups	Manage Groups	Groups are collections of contacts brought together for a certain purpose like a marketing event, or a newsletter distribution list. Learn how to add, delete and promote group and subgroups. Learn the different techniques to add or remove contacts from groups based on contact field values or opportunities they may have.	41:02
Chapter 10 - Companies
01-act2008-companies	Manage Company Records	Learn how to manage company records. When you are dealing with multiple contacts at the same organization, you can use company records to manage the relationship with ease. Many lessons from managing groups applies to managing company records.	25:50
Chapter 11 - Executing Mail-Merge with Microsoft Word
01-act2008-mailmerge	Executing Mail-Merge	Learn how to integrate ACT! and Word to print form letters to one or more contacts. Also learn how to print labels and envelopes	23:21
Chapter 12 - Integrating ACT! and E-mail
01-act2008-email	Integrating ACT! and Outlook	Integrate ACT! and Outlook to send E-Mail from contacts in ACT! and still harness the ease of use of Outlook	22:47
Chapter 13 - Sharing ACT! & Outlook Calendars
01-act2008-sharecalendar	Synchronize ACT! and Outlook calendars	Learn how to share calendars between ACT! and Outlook	03:40
Chapter 14 - Running Reports
01-act2008-reports	Running Reports	Learn how to execute different reports using ACT!'s built in reports and export to excel	21:30
Chapter 15 - Using Dashboards
01-act2008-dashboards	Using Dashboards	Quickly see how your company performs by creating graphs and lists on the fly with no programming experience necessary	30:38
Chapter 16 - Database Administration
01-act2008-administration	ACT! Administration Tips	Learn some basic administration skills to make easier data entry processes. Includes customizing drop-downs, backup/restoring database, managing users, teams and password policy. Security Roles Worksheet	35:18

System Requirements

ACT! by Sage 2008 or ACT! by Sage Premium for Workgroups 2008
600 MB of free disk space on C: drive (Same disk where ACT! is installed)
Internet Explorer 6.0
VGA Monitor setup for 1024x768 resolution or greater
Speakers
Macromedia Flash Player. Free Download
Administrator rights to install the software. After installation, you do not
need administrator rights any longer.

Sage Software, the Sage Software logos, and the Sage Software product and service names
mentioned herein are registered trademarks or trademarks of Sage Software, Inc.,
or its affiliated entities. All other trademarks are property of their respective owners.

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