Our ACT Classes are Customized to Accomplish YOUR Goals
Getting Started with ACT
Designed for new users of ACT or users upgrading from ACT 6 and prior
- Navigating through the screens and icons
- Looking up contacts – basic lookups, keyword lookups, previous
- Customizing the contact list
- Sorting your contacts
- Creating groups to find contacts easily
- Scheduling activities
- Using the documents tab
- Recording phone calls and meetings into ACT!
- Managing your calendar and task list
- Writing letters
- Sending emails
ACT Training for Sales Representatives
Jump start your Sales Reps to be productive immediately
- Managing your day with ACT!
- Recording phone calls and meetings into ACT!
- Creating and maintaining Sales Opportunities
- Using activities to follow up on all prospects and customers
- Synchronizing data to your laptop
- How to find those contacts you just entered
- Using the documents tabs
ACT Training for Sales Managers
Designed for the Manager to manage the records and report on sales activity
- Find out what your sales team is doing every day
- Find out which contacts have been ignored and not contacted
- Find out what happened to those trade show leads
- Configuring the Topline dashboard for reporting by user
- Using the Sales Opportunities to plan your pipeline production
- Importing leads from Excel and assigning to your sales reps
- Mass scheduling of activities
- Limiting Access to records so your reps only see what you want them to
- Understanding the ACT system fields and how to create lookups
Power User Training
Designed for the user already familiar with ACT and needing more POWER
- Keyboard shortcuts for a faster experience
- Creating dynamic groups and companies
- Using advanced queries to find your contacts
- Creating letter templates and email templates
- Customizing Reports in ACT
- Customizing the Database – adding new fields
- Customizing the Screen Layouts
- Adding new Activity Types – using and filtering
- Creating Activity Series to automate your tasks
- Customizing the menus and toolbars
- Using Annual Events
- Exporting data to Excel
- Importing data into the ACT! database
- Setting up Companies and linking to Contacts
Administrator Training
Designed for the in-house IT manager
- Properly installing ACT on the server and workstation
- Running ACT! updates
- Outlook integration
- Installing and integrating add-on applications
- Setting up Handheld (Blackberry, Palm and Pocket PC) integration
- Setting up users and their access rights
- Creating teams (ACT! Premium only)
- Setting up users preferences
- Limiting Access to Records (ACT! Premium only)
- Field Security (ACT! Premium only)
- Customizing the database: Adding fields, drop down lists, securing fields
- Customizing the screen layouts
- Configuring the ACT! Scheduler for backups and maintenance
- Adding sub-tables (ACT 2008 and higher)
- Backing up ACT properly
- Using the ACT! Diagnostics program
- Synchronization – setup and monitoring
We provide a training handout titled, “How to be Productive using ACT!”. This guide allows you to focus on the training session as all of your instructions are already written down for you.