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| Course Description |  Printable course details |
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| Students will learn advanced ACT! skills including performing mail merges and mass email merges. | ||
| Course Content | Prerequisites |
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| Lesson 1: Advanced queries and lookups Advanced queries Lookups by example Company lookups Group lookups Opportunity lookups Other lookups Lesson 2: Mail merge Document templates Personalizing document templates Performing a mail merge Lesson 3: Document and file management The Documents tab File attachments Lesson 4: Mass e-mail messages E-mail templates Mass e-mail merges Lesson 5: Advanced activities The Task List Activity types and priorities Resources Multiple activities Scheduling an activity series ACT! and Outlook activities Lesson 6: Calendar settings Workgroup calendar features Calendar and scheduling preferences Printing a calendar Lesson 7: Opportunity management Viewing opportunities Adding and removing opportunities Quotes Exporting opportunities to Excel The opportunity process Maintaining a product list |
ACT Level 1 | |
| or equivalent knowledge. | ||
| Course Duration | ||
| 7.5 hours | ||
| Study Methods Available | ||
| aIndividual Tuition | ||
| aGroup Training | ||
| x Distance Learning | ||
| Follow-on Courses | ||
| Excel, Access | ||
| All Courses | ||
| Click here to see all our courses | ||
