Accounts & CRM Courses
Sage ACT! User
The Sage ACT! User course at the NPTC IT Academy is designed to help delegates gain knowledge and understanding of Sage ACT! as a user of the software. It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, e-mail, letter templates and mail merge.
Sage ACT! is an easy-to-use contact management solution designed for small businesses. Sage ACT! software helps businesses build profitable and meaningful relationships with contacts and customers and gives you the tools you need to manage and forecast your sales.
All of our Sage ACT! training at the IT Academy leads to the Sage ACT! Certification. This accreditation is provided by Sage through an online exam which lasts approx 1 hour and can be taken at a time to suit you. Both Sage ACT! User and Sage ACT! administrator training at the NPTC IT Academy leads to a recognised Sage certification.
Sage ACT! User training is offered at the NPTC IT Academy as a one-day intensive training course and covers two modules;
Module 1:- Set-up, Data Entry, Lookups and Smart Tasks
Module 2:- Mail Merge, Activities, Opportunities and E-mail Integration
Course Price (1 Day) - £245
(Price includes exam voucher)
- Level 1
- Level 2
Module 1
Set-up, Data Entry, Lookups and Smart Tasks
- Navigation
- Start-up Options and Settings
- Contact View and Customising the Contact
- Contact Records
- Notes, History and Documents
- Lookups
- Advanced Searches
- Group and Companies
- Smart Tasks
Module 2
Mail Merge, Activities, Opportunities and E-mail Integration
- Letters and Mail Merge
- Scheduling Activities
- Creating Opportunities
- E-Mail Integration and E-Mail Merge
- Outlook Synchronisation
