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Sage ACT! Advanced User Training

Attracting and Retaining Perfect Clients

A Quick Review of the Basics

Scheduling Tips and Tricks
Activity Series
Rolling Over Activities
Sharing Outlook and Sage ACT!
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
 

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 - Sage ACT! Advanced User Training

This course is geared to experienced Sage ACT! users who would like Sage ACT! to do more for them. We will teach you how Sage ACT! can help you have more perfect customers – profitable, repetitive, loyal, and pleasant. 


Class Schedule
The Sage ACT! 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 $149 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


Power Time Corporation  4141 Directors Row, Suite A  Houston, TX  77092 Toll Free: (800) 780-0199  Office: (713) 995-8455  Fax: (713) 995-8405
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