Sage ACT!

Sage act is a contact management system designed for small businesses. It will

help you to build, manage and maintain profitable and meaningful relationships with clients and provides you with the tools to manage and forecast sales.

1. Setting up new database
2. Defaults and preferences
3. Shortcut Keys – remembering the different shortcuts used in Sage.
4. Navigation within Sage ACT!
5. Creating contact records and using the contact list
6. Adding notes and history to contacts
7. Creating relationships
8. Performing lookups and advanced search
9. Performing Outlook Synchronisation
10. Creating Letter templates & performing mail merge
11. Email Integration – Integrate ACT! and your email system and perform e-mailmerge
12. Documents – use the documents tab
13. Activities – schedule activities for you and your records
14. Opportunities – add opportunities to company records
15. Creating companies and divisions
16. Linking a contact to a company
17. Creating Groups
18. Performing Smart Task

If you would like more information on this course please contact us on;

Info@careerchangewales.co.uk

or Freephone 08008488117