Sage ACT! Certified Consultant: Core

The first in a series of two virtual classroom courses that prepare you for the Sage ACT! Certified Consultant Final Assessment, the Core course covers the fundamentals of navigating, using and administering Sage ACT! and Sage ACT! Premium. This course is designed for individuals that have some experience using Sage ACT!, but not necessarily experience with advanced features of the product or administering it. Over the course of 4 days, you will learn more about these topics by reading the course material, watching video instruction and performing hands-on exercises.

Course Pre-Requisites

Before participating in this course, it is expected that participants are:

  • Familiar with the fundamental contact management features of Sage ACT!, typically obtained by using the product for one year or more.
  • Comfortable using Windows operating systems.
  • Capable of performing basic network related tasks such as sharing folders and browsing a network and the Internet for available resources.

Learning Objectives

After completing this course, participants will be able to:

  • Confidently describe the features and benefits of the Sage ACT! product line to prospective clients.
  • Select, deploy, and configure the most appropriate Sage ACT! solution when faced with a variety of client scenarios.
  • Provide post installation, configuration, administration and customization services to clients.
  • Use the knowledge and tools acquired in class to provide extraordinary support to clients.
  • Use a range of resources to continue personal development and education related to Sage ACT! and Sage solutions.

Course Delivery

All Sage ACT! Certified Consultant training course are delivered using our innovative Virtual Classroom approach – no travel required! Visit our Virtual Classroom Orientation page to learn more about virtual training at Sage University.

Course Schedule

The following schedule provides a guideline for the number of lessons you should complete each day. You are free to work at your own pace, outside of class hours, but keep in mind that the instructor is available during regular class hours for live chat assistance and the daily Q&A conference call sessions will cover content for the current and/or prior day(s) work.

Day 1

  • Overview of Sage ACT!
  • Installation
  • Create/Convert/Upgrade Databases
  • Share DB/Define Users
  • Import/Export Data

Day 2

  • System Navigation/Working with Contacts
  • Lookups
  • Data Cleanup- Duplicate Checking, Changing Multiples
  • Contact Management: Notes, History, Documents & Web Info
  • Groups/Companies
  • Scheduling/Activities

Day 3


  • Letters/Mail Merge
  • Email Integration
  • Sage ACT! Connected Services
  • Opportunities
  • Smart Tasks

Day 4


  • Reports
  • Dashboards
  • Customization: DB
  • Customization: Layouts
  • Customization: Toolbars
  • Maintenance