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ACT! Administration

Course Overview

ACT! Administration. Duration: 1 day Course Aims: This course is designed to give new administrators practical experience in configuring and managing ACT! Most of the functionality is the same for versions 2011/2012/2013 & Act V16 delivery will be updated according to the version. NOTE: This is not designed for end users as much of the content requires administrator privileges.

ACT! Administration.

Duration: 1 day

Course Aims:
This course is designed to give new administrators practical experience in configuring and managing ACT!

Most of the functionality is the same for versions 2011/2012/2013 & Act V16 delivery will be updated according to the version.

NOTE:
This is not designed for end users as much of the content requires administrator privileges.

Pre-Requisites:
All users should be familiar with using a Windows PC and should have attended the ACT! User Essentials or have an equivalent level of experience.

Update training available from an earlier release
Further details available on request.

Course Contents

Customisation
Drop-Down lists
Creating fields
Layouts
Field tab order

Database Management
Importing and Exporting data
Replace / Copy / Swap fields
Dealing with Duplicates
Managing Users
Security Roles
Preference Settings
Backup and Restores
Check and Repair

Other Admin Tasks
Creating Activity Series
Smart Tasks
Outlook Synchronisation
Exporting Opportunities to Excel
Creating Opportunity Processes
Setting up the Product File
Quote Preferences