Attracting and Retaining Perfect
Clients
A Quick Review of the Basics
Scheduling Tips and Tricks
Activity Series
Rolling Over Activities
Sharing Outlook and ACT! by Sage
SideACT! by Sage
Advanced Correspondence
Creating Merge Documents and Templates
Sending Mass Mailings, Emails, and Faxes
Queries
What? When? Why?
When to use Lookups, Queries, and Groups
How to Create a Query
Advanced Queries
Adding a Query to the Menu
Working with Groups
Using Groups Creatively
Creating Groups
Adding Members
Group Rules
Using Queries in Group Rules
Group Activities and Notes
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Reporting your Results
Modifying Report Templates
Designing New Reports
Adding Reports to the Menu
Using Data Synchronization
What is synching?
What it does (and doesn’t do)
Ways of synching
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Power Time ACT! by Sage Advanced User Training
This course is geared to experienced ACT! by Sage users
who would like ACT! by Sage to do more for them. We will teach you how ACT! by
Sage can help you have more perfect customers – profitable, repetitive, loyal,
and pleasant.
Class Schedule
The ACT! by Sage Advanced User Class is scheduled
approximately every three weeks. It is a full day class, running from 9:00am to
4:30pm with an hour off for lunch. Tuition is $199 per student. Corporate rates
and dates are available for groups. Seats are reserved upon Power Time’s receipt
of your tuition.
Call at 713.995.8455 to reserve your seat!
Learn about our
Basic User Training
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