Sage ACT! Essentials Library: Topics
The Sage ACT! Essentials Library offers training on Sage ACT! 2010-2012, however, the Sage ACT! 2010 videos are applicable to versions 2008-2009, as well. There are over 50 videos, totaling over 5 hours of training.
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Installing Sage ACT!
- What’s New in Sage ACT!
- Installing Sage ACT!
Working with Contacts
- Navigating Sage ACT!
- Using the Setup Assistant
- Creating Contacts
- Using the Contact List
- Creating Notes
- Creating Secondary Contacts
- Exploring the Web Info Tab
- • Finding Data with Universal Search
Importing Data
- Performing a Typical Import
Scheduling Your Day
- Scheduling Activities
- Scheduling Recurring Activities
- Managing Activities
- Using the Calendar
- Using the Task List
- Sending Activity E-mail
- Managing Tasks with Sage ACT! Scratchpad
Working With E-mail
- Setting Up E-mail Integration
- Using Sage ACT! E-mail
- Managing Sage ACT! E-mail
- Setting Up Outlook Integration
- Sending Mail Using Outlook
- Managing Your Outlook Inbox
- Synchronizing Contact Data
- Creating Contact Sync Sets
Writing in Sage ACT!
- Using ACT! or Microsoft Word
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Integrating with Google;p>
- Configuring Google Calendar Integration
- Configuring Google Contact Integration
- Creating Google Contact Sync Sets
- Configuring Gmail History Integration
Opportunities
- Creating Opportunities
- Using the Opportunity List
- Utilizing Opportunity Graphs and Reports
Smart Tasks
- Creating Smart Task Templates
- Creating Smart Task Steps
- Running Smart Tasks
- Viewing Smart Task Status
Sage ACT! Reports
- Viewing and Creating Reports
Dashboards
- Using the Dashboard
- Filtering the Dashboard
Groups and Companies
- Using Groups
- Using Companies
Sharing Data
Synchronizing Data
- Enabling Application Synchronization
- Creating a Remote Database
- Restoring a Remote Database
Sage Connected Services
- Setting Up an Account
- Accessing Contact and Company Data
- Creating an E-mail Campaign
- Setting up Sage ACT! Connect
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