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

Integrating with Google

• 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

• Sharing Sage ACT! 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