ACT! by Sage Training Class
DSD Business Systems Now Offers ACT! by Sage Training Classes
DSD has partnered with Douglas Wolf, author of four ACT! by Sage Books, to offer ACT! by Sage training classes.
View our policies and procedures document (links to PDF of policies and procedures)
Classes are held in a casual setting and each student will have their own computer for great hands-on training.
Classes include a workbook, set of training CD’s and free email support from Douglas Wolf.
Discounts offered if 2 or more people from the same company attend the same class.
Level 1 Class Outline:
ACT! Overview:
Creating new databases, adding contacts, navigating, adding notes
Finding Contacts:
Look-up basics, narrowing the look-up fields, toggling between contacts
Scheduling:
Scheduling calls, meetings, events and activities
Company Records:
Creating company records, adding divisions to companies
Sales Opportunities:
Creating sales opportunities, setting up your products/services and sales pipeline
Level 2 Course Outline:
Creating Groups:
Adding contacts, converting groups to companies, exporting data to Excel, group rules
Communications:
Creating email messages, creating document templates
Modifying Database Structure:
Modifying user field and layout names, adding fields, customizing tabs, working with field types,
creating drop-down lists
Advanced Lookups and Queries:
Lookups by example and activity
Reports:
Standard reports in ACT!, modifying reports
Advanced Sales Opportunities:
Graphing sales opportunities, generating quotes
Potpourri:
Sharing Outlook activities, updating salutations, sorting data, creating events, customizing the
desktop, setting personal preferences
Advanced Activity Things:
Customizing activities, customizing priorities in activities, granting calendar access
Adding Resources and Scheduling(WORKS WITH PREMIUM EDITION ONLY):
Searching schedules, sending and responding to invitations, managing teams, security settings
For more information:
call Paula Smith (858)550-5900, ext. 110 or email PaulaS@dsdinc.com
Registration and payment are due 7 days prior to the scheduled class. All fees are nonrefundable. All classes are subject to cancellation. If DSD Business Systems cancels a course, the registrant may apply the fee from the canceled class to another scheduled DSD Business Systems class.