CRM Education
Providing a complete range of CRM Solutions tailored perfectly to fit your business
Administrator Training
Database Structures
Understanding Your ACT! Installation
How ACT! works on a Network
Locating ACT! Folder Structures
Best Practice Preference Settings
Setting Outlook Integration
Setting Activity Scheduling Preferences
Database Maintenance
Creating & Updating User Record Cards
Understanding & Setting User Roles
Working with Teams
Using the ACT! Scheduler
Dealing with Duplicate Record Cards
Data Movement
Preparation of Eternal Data for Import
Importing Data
Export Options
Saving Data Maps
Global Updates to Record Cards
Advanced Searches
Creating Advanced Searches
Inserting Saved Searches in Menu Lines
Applying to Dynamic Groups
Working With Groups
Advanced Groups
Dynamic v Static Groups
Creating Dynamic Groups
Customisation
Changing Existing Field Definitions
Creating New Field Definitions
Understanding Field Security
Working with the Layout Designer
Adding New Icons and Menu Line Items
Sales Opportunities
Working with the Opportunity Layout Designer
Setting up Sales Processes
Setting up Product Lists
Dashboard Editing
Creating New Dashboards
Reporting
Modifying Existing ACT! Reports
Designing New ACT! Reports
Setting Report Filters
Working with Favourite Reports*
*2010 only
Sharing Data with Remote Users
Synchronisation an Explanation
Setting up Synchronisation
Understanding Synchronisation Logs and Reports
ACT! For Web Options
Web Link Options
Understanding Web Link Options
Creating A New Web Link
