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 an ideal supplemental training tool for ACT! users to rely on 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.  Watch a 43 second demonstration. Repetition. Watch the lessons as many times as necessary without leaving your desk. Don't worry about coordinating schedules with public or private classes/  Learn ACT! without reading a user's guide. Control your training costs. Complementary ACT! 2008 Lessons An Overview of ACT! Running Reports Contact your local member for pricing or click here. 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. The CRM Alliance: ACT!, SalesLogix, Sage CRM, Sage ERP and MAS Accounting training, consulting & software. 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