Sage ACT!

This course is designed to introduce the candidate to Customer Relationship Management (CRM) applications and in particular Sage Contact Manager and its use for managing all Sales information.

Course Content:

• Setup of new Companies, Contacts & Groups
• Adding Meetings/Appointments and To-do lists
• Microsoft Outlook integration
• Adding Sales opportunities and tracking their progress
• Integration with Sage 50 Accounts
• Synchronisation with remote users
• Mail-shots and reports

Duration: 2 days