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Sage Pastel ACT User

Sage Pastel Act User Course

[ Course Overview ]
This comprehensive training course covers the Sage ACT! product.

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Sage Pastel ACT User Course


[ Entrance Requirements ]
Learners need to meet the following prerequisites before attending this course:

1. Computer Literacy at NQF Level 3 or Standard 8/Grade 10 Computer Literacy
2. Mathematical Literacy or Standard 8/Grade 10 Mathematics

If you are not yet competent in the required prerequisites, you must first complete the relevant courses before enrolling for this course. It is essential that the course prerequisites are met so as to avoid being asked to leave and the course fees being forfeited.

[ Target Learners ]
This course has been designed for learners with no CRM knowledge who are starting or running a business.

[ Training ]
This is a two day (14 hour) course.

[ Delivery Methods ]
The delivery methods include:

  • Self study.
  • Facilitated workshops.

[ Assessments ]
The assessment forms part of the course and has to be written within 6 months from the commencement date of your classroom training or self study course. To make it easier for you, all the Pastel assessments are now ONLINE. This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a PC with internet access).

[ Course Outline ]
This course will teach you how to create new contact records in Sage ACT!. You will be taught how to process notes, history and to add documents. You will also learn about lookups and searches, scheduling activities and creating letters and mail merges. This course also shows you how set up your email integration and adding opportunities.

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