Customized ACT! Training
Training Includes: fundamentals of getting around, entering
and clearing data, sorting, adding fields, tracking
contacts, calendar setup
Training Includes: How to find the hard-to-find stuff,
drop downs and how to speed data entry, standard
reports, correspondence, advanced editing
Training Includes: Sales Management 101 (uses of groups,
sales opportunities), care and feeding your database,
how to create a custom document templates, report
writing and customization, database customization
(adding fields and modifying data entry screens)
Topics ACT! Training (1-hour each)
This course will cover the use of document templates
Learn how to work with ACT!'s report writing feature.
with Fields and Layouts
(For ACT! Power Users Only)
All you need to know about adding and changing
fields in your database.
Groups Effectively, Account Management & Project
Management in ACT
Develop a better understanding of the Account
Management features in ACT! and how to best use
them for their own organization.