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CURRENT PROMOTIONS
ACT! V17 EARLY BIRD
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  • PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER


  • ACT! Anytime Learning: ACT! Advanced Library 1-yr

     
    ACT! Anytime Learning: ACT! Advanced Library 1-yrQuantity in Basket:none
    Code: ACTATLADV1
    Price:$69.95

     
     
     
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    You’ve mastered the basics of Act! and your business is growing. Now take your learning to the next level with the Act! Advanced Library, a collection of online training videos that demonstrate how to get more out of your Act! product. View these videos anytime from anywhere that you have Internet access.

    Learn how to:
    •Build templates for an activity series, create custom activity types, or schedule activities for other users.
    •Fine tune your sales process by tailoring opportunities to the way you do business. Learn about custom sales processes, managing product and service lists, customizing quotes, and more!
    •Improve your business intelligence by creating custom reports to display and organize Act! data in a format that works for you.
    •Build custom dashboards for real-time reporting on activities and opportunities at the individual or team level.
    •Manage your Act! database and users more effectively by creating teams, securing your data, and configuring preferences.
    •Maintain your database to ensure it’s healthy and free of duplicates! You’ll learn about critical maintenance tasks, the ACTDiag tool, and more.
    •Use Swiftpage emarketing to put e-mail to work for you. Design and create professionally branded e-mail templates, multi-step nurture or drip marketing campaigns, and track your campaigns so you can focus on the hottest leads.
    •Install Act! Premium (access via web) and Mobile for anytime, anywhere access to your data from popular web browsers and your iPhone®, iPad®, or Android™ devices.

    List of Topics
    Installing/Upgrading Act!
    •Upgrading Your Database
    •Downgrading a Premium Database

    Working with Contacts
    •Attaching Data to Contacts
    •Managing Related Contacts
    •Creating an Advanced Query
    •Using Contact Activity Lookups
    •Using Wildcards With Universal Search

    Scheduling Your Day
    •Creating Activity Series Templates
    •Creating Custom Activity Types
    •Scheduling Activities for Other Users

    Opportunities
    •Tracking Sales Processes
    •Managing Products
    •Closing and Re-opening Sales Opportunities
    •Customizing the Quote Template
    •Customizing Opportunity Fields
    •Locating Opportunities
    •Exporting Opportunity Data to Excel
    •Generating Opportunity Reports

    Act! Reports
    •Introducing the Report Designer
    •Creating a Custom Report
    •Working With Sections: Group and Filter Data
    •Creating Sub Reports
    •Summarizing Report Data
    •Performing Calculations and Formatting Output
    •Using ACTReader to Connect to ACT!
    •Accessing Act! from Third-Party Tools: OLEDB

    Dashboards
    •Introducing the Dashboard Designer
    •Customizing an Existing Dashboard
    •Creating Custom Opportunity Dashboards

    Managing Your Database
    •Creating Users
    •Using Lookup by Access
    •Creating and Managing Teams
    •Managing User Passwords
    •Implementing Field Level Security
    •Configuring User Preferences

    Maintaining Your Database
    •Updating Act!
    •Backing Up and Restoring a Database
    •Checking and Repairing
    •Moving a Database
    •Scheduling Tasks
    •Scanning for Duplicates
    •Copying and Moving Data
    •Removing Old Data
    •Introducing ACTDiag

    Swiftpage emarketing: Getting Started
    •Setting Up an Account
    •Creating a Mailing List
    •Creating an E-mail Campaign
    •Tracking an E-marketing Blast

    Swiftpage emarketing: Managing Templates
    •Customizing a Swiftpage Template Layout
    •Adding Template Text and Images
    •Adding Links to a Swiftpage Template
    •Using the Advanced Template Editor
    •Importing an External Template
    •Creating a Landing Page
    •Publishing a Template

    Social Sharing
    •Setting up Social Sharing
    •Adding Social Links to Email Footers

    E-marketing for Act!: Drip Marketing
    •Creating a Campaign
    •Creating Stages
    •Launching a Campaign

    Swiftpage emarketing: Surveys
    •Creating a Survey
    •Configuring Data Collection
    •Linking to a Survey
    •Working with Results

    Access via Web Server
    •Installing Act! Premium (access via web)
    •Creating a Windows Impersonation Account
    •Using the Web Administration Tool

    Access via Web Client
    •Administering Users, Teams, and Passwords
    •Configuring the Web Client: Internet Explorer
    •Install Outlook Integration Components
    •Installing Google Integration Components

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